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CZMSX vs VRTIX
CZMSX vs VRTIX Comparison
Open Charts CZMSX vs VRTIX
Multi-Manager Small Cap Eq Strat Inst
Price$16.85
Change+$0.25 (+1.51%)
VolumeN/A
Net Assets1.52B
Vanguard Russell 2000 Index I
Price$386.38
Change+$7.25 (+1.91%)
VolumeN/A
Net Assets13.89B
CZMSX vs VRTIX Comparison Chart in %
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CZMSX vs. VRTIX commentary
Dec 04, 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 Hold and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. CZMSX (1.52B). 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: 66.00 vs. VRTIX (12.00). 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 : 1.83 vs. CZMSX (-8.70). VRTIX return over 5 years is better than : 35.85 vs. CZMSX (-3.37).
| 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 | 1.280 | 11.294 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 13.9B | 11% |
| Annual Yield % from dividends | 0.44 | 1.17 | 37% |
| Returns for 1 year | -8.70 | 1.83 | -476% |
| Returns for 3 years | 4.36 | 32.06 | 14% |
| Returns for 5 years | -3.37 | 35.85 | -9% |
| Returns for 10 years | N/A | 118.08 | - |
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