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CZMSX vs VSMAX
CZMSX vs VSMAX Comparison
Open Charts CZMSX vs VSMAX
Multi-Manager Small Cap Eq Strat Inst
Price$16.19
Change+$0.14 (+0.87%)
VolumeN/A
Net Assets2.38B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
CZMSX vs VSMAX Comparison Chart in %
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CZMSX vs. VSMAX commentary
Jul 07, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. CZMSX (2.38B). 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 : 12.25 vs. CZMSX (4.96). VSMAX return over 5 years is better than : 69.54 vs. CZMSX (22.15).
| 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 | -1.341 | 1.447 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.38B | 148B | 2% |
| Annual Yield % from dividends | 0.47 | 1.40 | 34% |
| Returns for 1 year | 4.96 | 12.25 | 40% |
| Returns for 3 years | 10.57 | 37.95 | 28% |
| Returns for 5 years | 22.15 | 69.54 | 32% |
| Returns for 10 years | N/A | 109.34 | - |