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CZMSX vs NAESX
CZMSX vs NAESX Comparison
Open Charts CZMSX vs NAESX
Multi-Manager Small Cap Eq Strat Inst
Price$15.91
Change+$0.17 (+1.08%)
VolumeN/A
Net Assets1.55B
Vanguard Small Cap Index I
Price$127.53
Change+$1.43 (+1.13%)
VolumeN/A
Net Assets163.34B
CZMSX vs NAESX Comparison Chart in %
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CZMSX vs. NAESX commentary
Dec 13, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. CZMSX (1.55B). NAESX pays higher dividends than CZMSX: NAESX (1.21) vs CZMSX (0.44). 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 : 4.21 vs. CZMSX (-9.50). NAESX return over 5 years is better than : 42.60 vs. CZMSX (-9.87).
| 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 | -3.047 | 10.991 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 163B | 1% |
| Annual Yield % from dividends | 0.44 | 1.21 | 36% |
| Returns for 1 year | -9.50 | 4.21 | -225% |
| Returns for 3 years | 13.64 | 41.52 | 33% |
| Returns for 5 years | -9.87 | 42.60 | -23% |
| Returns for 10 years | N/A | 152.64 | - |
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