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CZOVX vs VSMPX
CZOVX vs VSMPX Comparison
Open Charts CZOVX vs VSMPX
Zacks All-Cap Core Institutional
Price$28.01
Change+$0.27 (+0.97%)
VolumeN/A
Net Assets31.84M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
CZOVX vs VSMPX Comparison Chart in %
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CZOVX vs. VSMPX 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 CZOVX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. CZOVX (31.8M). VSMPX pays higher dividends than CZOVX: VSMPX (1.22) vs CZOVX (0.30). CZOVX was incepted earlier than VSMPX: CZOVX (20 years) vs VSMPX (10 years). CZOVX (1.47) is less costly to investors than VSMPX (0.02). CZOVX is a more actively managed with annual turnover of: 15.00 vs. VSMPX (2.00). CZOVX has a lower initial minimum investment than VSMPX: CZOVX (5000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. CZOVX (0.14). VSMPX return over 5 years is better than : 95.69 vs. CZOVX (16.61).
| CZOVX | VSMPX | CZOVX / VSMPX | |
| Total Expense Ratio | 1.00 | 0.02 | 5,000% |
| Annual Report Gross Expense Ratio | 1.47 | 0.02 | 7,350% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 7.442 | 6.426 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.8M | 1.82T | 0% |
| Annual Yield % from dividends | 0.30 | 1.22 | 25% |
| Returns for 1 year | 0.14 | 13.90 | 1% |
| Returns for 3 years | 4.08 | 62.17 | 7% |
| Returns for 5 years | 16.61 | 95.69 | 17% |
| Returns for 10 years | 19.22 | 189.21 | 10% |
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