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CZOVX vs VTSAX
CZOVX vs VTSAX Comparison
Open Charts CZOVX vs VTSAX
Zacks All-Cap Core Institutional
Price$29.84
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets35.99M
Vanguard Total Stock Mkt Idx Adm
Price$165.34
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
CZOVX vs VTSAX Comparison Chart in %
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CZOVX vs. VTSAX commentary
Dec 27, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. CZOVX (36M). VTSAX pays higher dividends than CZOVX: VTSAX (1.11) vs CZOVX (0.28). CZOVX was incepted earlier than VTSAX: CZOVX (20 years) vs VTSAX (25 years). CZOVX (1.47) is less costly to investors than VTSAX (0.04). CZOVX is a more actively managed with annual turnover of: 15.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than CZOVX: VTSAX (3000) vs CZOVX (5000). VTSAX annual gain was more profitable for investors over the last year : 14.33 vs. CZOVX (11.84). VTSAX return over 5 years is better than : 76.73 vs. CZOVX (11.54).
| CZOVX | VTSAX | CZOVX / VTSAX | |
| Total Expense Ratio | 1.00 | 0.04 | 2,500% |
| Annual Report Gross Expense Ratio | 1.47 | 0.04 | 3,675% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 14.461 | 17.316 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36M | 2.06T | 0% |
| Annual Yield % from dividends | 0.28 | 1.11 | 25% |
| Returns for 1 year | 11.84 | 14.33 | 83% |
| Returns for 3 years | 22.99 | 78.72 | 29% |
| Returns for 5 years | 11.54 | 76.73 | 15% |
| Returns for 10 years | 37.29 | 232.82 | 16% |
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