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CZMSX vs NAESX
CZMSX vs NAESX Comparison
Open Charts CZMSX vs NAESX
Multi-Manager Small Cap Eq Strat Inst
Price$16.10
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets2.36B
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
CZMSX vs NAESX Comparison Chart in %
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CZMSX vs. NAESX commentary
Jul 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CZMSX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. CZMSX (2.36B). NAESX pays higher dividends than CZMSX: NAESX (1.28) vs CZMSX (0.47). CZMSX was incepted earlier than NAESX: CZMSX (9 years) vs NAESX (65 years). CZMSX (1.16) is less costly to investors than NAESX (0.17). CZMSX is a more actively managed with annual turnover of: 66.00 vs. NAESX (13.00). CZMSX has a lower initial minimum investment than NAESX: CZMSX (100) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. CZMSX (-3.19). NAESX return over 5 years is better than : 66.66 vs. CZMSX (17.53).
| CZMSX | NAESX | CZMSX / NAESX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.16 | 0.17 | 682% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -1.889 | 2.781 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 153B | 2% |
| Annual Yield % from dividends | 0.47 | 1.28 | 37% |
| Returns for 1 year | -3.19 | 8.46 | -38% |
| Returns for 3 years | 6.44 | 34.15 | 19% |
| Returns for 5 years | 17.53 | 66.66 | 26% |
| Returns for 10 years | N/A | 114.71 | - |
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