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CZMSX vs VRTIX
CZMSX vs VRTIX Comparison
Open Charts CZMSX vs VRTIX
Multi-Manager Small Cap Eq Strat Inst
Price$16.39
Change+$0.20 (+1.24%)
VolumeN/A
Net Assets1.6B
Vanguard Russell 2000 Index I
Price$410.43
Change+$3.56 (+0.87%)
VolumeN/A
Net Assets14.31B
CZMSX vs VRTIX Comparison Chart in %
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CZMSX vs. VRTIX commentary
Jan 16, 2026
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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. CZMSX (1.6B). VRTIX pays higher dividends than CZMSX: VRTIX (1.25) vs CZMSX (0.66). 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 : 18.62 vs. CZMSX (-1.75). VRTIX return over 5 years is better than : 28.21 vs. CZMSX (-15.47).
| 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 | 6.984 | 7.789 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 14.3B | 11% |
| Annual Yield % from dividends | 0.66 | 1.25 | 53% |
| Returns for 1 year | -1.75 | 18.62 | -9% |
| Returns for 3 years | 13.97 | 43.68 | 32% |
| Returns for 5 years | -15.47 | 28.21 | -55% |
| Returns for 10 years | N/A | 177.44 | - |
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