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CZMSX vs VSCIX
CZMSX vs VSCIX Comparison
Open Charts CZMSX vs VSCIX
Multi-Manager Small Cap Eq Strat Inst
Price$15.15
Change-$0.29 (-1.88%)
VolumeN/A
Net Assets2.23B
Vanguard Small Cap Index I
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
CZMSX vs VSCIX Comparison Chart
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CZMSX vs. VSCIX commentary
Jun 15, 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. CZMSX (2.23B). VSCIX pays higher dividends than CZMSX: VSCIX (1.49) vs CZMSX (0.48). CZMSX was incepted earlier than VSCIX: CZMSX (8 years) vs VSCIX (28 years). CZMSX (1.16) is less costly to investors than VSCIX (0.04). CZMSX is a more actively managed with annual turnover of: 66.00 vs. VSCIX (13.00). CZMSX has a lower initial minimum investment than VSCIX: CZMSX (100) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 5.22 vs. CZMSX (-1.72). VSCIX return over 5 years is better than : 63.40 vs. CZMSX (17.90).
| CZMSX | VSCIX | CZMSX / VSCIX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.16 | 0.04 | 2,900% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -7.678 | -4.355 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 148B | 2% |
| Annual Yield % from dividends | 0.48 | 1.49 | 33% |
| Returns for 1 year | -1.72 | 5.22 | -33% |
| Returns for 3 years | 4.81 | 31.38 | 15% |
| Returns for 5 years | 17.90 | 63.40 | 28% |
| Returns for 10 years | N/A | 93.42 | - |
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