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CZMSX vs VRTIX
CZMSX vs VRTIX Comparison
Open Charts CZMSX vs VRTIX
Multi-Manager Small Cap Eq Strat Inst
Price$15.67
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets1.53B
Vanguard Russell 2000 Index I
Price$388.62
Change-$2.09 (-0.53%)
VolumeN/A
Net Assets14.25B
CZMSX vs VRTIX Comparison Chart in %
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CZMSX vs. VRTIX commentary
Dec 27, 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 VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. CZMSX (1.53B). VRTIX pays higher dividends than CZMSX: VRTIX (1.17) vs CZMSX (0.44). CZMSX was incepted earlier than VRTIX: CZMSX (9 years) vs VRTIX (15 years). CZMSX (1.16) is less costly to investors than VRTIX (0.07). CZMSX is a more actively managed with annual turnover of: 109.00 vs. VRTIX (14.00). CZMSX has a lower initial minimum investment than VRTIX: CZMSX (100) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 13.07 vs. CZMSX (-5.60). VRTIX return over 5 years is better than : 29.26 vs. CZMSX (-14.85).
| CZMSX | VRTIX | CZMSX / VRTIX | |
| Total Expense Ratio | 0.99 | 0.07 | 1,414% |
| Annual Report Gross Expense Ratio | 1.16 | 0.07 | 1,657% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | -4.509 | 14.503 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 14.3B | 11% |
| Annual Yield % from dividends | 0.44 | 1.17 | 37% |
| Returns for 1 year | -5.60 | 13.07 | -43% |
| Returns for 3 years | 15.69 | 46.54 | 34% |
| Returns for 5 years | -14.85 | 29.26 | -51% |
| Returns for 10 years | N/A | 130.53 | - |
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