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CZMSX vs VSMAX
CZMSX vs VSMAX Comparison
Open Charts CZMSX vs VSMAX
Multi-Manager Small Cap Eq Strat Inst
Price$15.15
Change-$0.29 (-1.88%)
VolumeN/A
Net Assets2.23B
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
CZMSX vs VSMAX Comparison Chart
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CZMSX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. CZMSX (2.23B). VSMAX pays higher dividends than CZMSX: VSMAX (1.48) vs CZMSX (0.48). CZMSX was incepted earlier than VSMAX: CZMSX (8 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 : 5.22 vs. CZMSX (-1.72). VSMAX return over 5 years is better than : 63.38 vs. CZMSX (17.90).
| 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 | 8 years | 25 years | - |
| Gain YTD | -7.678 | -4.364 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100 | 3000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.23B | 148B | 2% |
| Annual Yield % from dividends | 0.48 | 1.48 | 33% |
| Returns for 1 year | -1.72 | 5.22 | -33% |
| Returns for 3 years | 4.81 | 31.37 | 15% |
| Returns for 5 years | 17.90 | 63.38 | 28% |
| Returns for 10 years | N/A | 93.38 | - |
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