CZMSX
Price
$16.19
Change
+$0.14 (+0.87%)
Updated
Jul 3 closing price
Net Assets
2.38B
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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CZMSX vs NAESX

Header iconCZMSX vs NAESX Comparison
Open Charts CZMSX vs NAESXBanner chart's image
Multi-Manager Small Cap Eq Strat Inst
Price$16.19
Change+$0.14 (+0.87%)
VolumeN/A
Net Assets2.38B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
CZMSX vs NAESX Comparison Chart in %
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CZMSX vs. NAESX commentary
Jul 07, 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 StrongBuy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. CZMSX (2.38B). 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 : 12.22 vs. CZMSX (4.96). NAESX return over 5 years is better than : 69.32 vs. CZMSX (22.15).
CZMSXNAESXCZMSX / NAESX
Total Expense Ratio0.990.17582%
Annual Report Gross Expense Ratio1.160.17682%
Fund Existence9 years65 years-
Gain YTD-1.3411.432-94%
Front LoadN/AN/A-
Min. Initial Investment10030003%
Min. Initial Investment IRAN/AN/A-
Net Assets2.38B148B2%
Annual Yield % from dividends0.471.2837%
Returns for 1 year4.9612.2241%
Returns for 3 years10.5737.8328%
Returns for 5 years22.1569.3232%
Returns for 10 yearsN/A108.83-
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