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CZMSX vs VSMAX
CZMSX vs VSMAX Comparison
Open Charts CZMSX vs VSMAX
Multi-Manager Small Cap Eq Strat Inst
Price$16.10
Change+$0.09 (+0.56%)
VolumeN/A
Net Assets2.36B
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
CZMSX vs VSMAX Comparison Chart in %
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CZMSX vs. VSMAX commentary
Jul 28, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. CZMSX (2.36B). VSMAX pays higher dividends than CZMSX: VSMAX (1.40) vs CZMSX (0.47). CZMSX was incepted earlier than VSMAX: CZMSX (9 years) vs VSMAX (25 years). CZMSX (1.16) is less costly to investors than VSMAX (0.05). CZMSX is a more actively managed with annual turnover of: 66.00 vs. VSMAX (13.00). CZMSX has a lower initial minimum investment than VSMAX: CZMSX (100) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. CZMSX (-3.19). VSMAX return over 5 years is better than : 66.87 vs. CZMSX (17.53).
| CZMSX | VSMAX | CZMSX / VSMAX | |
| Total Expense Ratio | 0.99 | 0.05 | 1,980% |
| Annual Report Gross Expense Ratio | 1.16 | 0.05 | 2,320% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | -1.889 | 2.804 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.36B | 153B | 2% |
| Annual Yield % from dividends | 0.47 | 1.40 | 34% |
| Returns for 1 year | -3.19 | 8.49 | -38% |
| Returns for 3 years | 6.44 | 34.27 | 19% |
| Returns for 5 years | 17.53 | 66.87 | 26% |
| Returns for 10 years | N/A | 115.21 | - |
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