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CZOVX vs VTSAX
CZOVX vs VTSAX Comparison
Open Charts CZOVX vs VTSAX
Zacks All-Cap Core Institutional
Price$29.83
Change-$0.50 (-1.65%)
VolumeN/A
Net Assets36.54M
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
CZOVX vs VTSAX Comparison Chart in %
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CZOVX vs. VTSAX commentary
Nov 14, 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: 2.05T vs. CZOVX (36.5M). 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 : 11.52 vs. CZOVX (-2.46). VTSAX return over 5 years is better than : 80.80 vs. CZOVX (9.90).
| 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 | 14.423 | 13.952 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5M | 2.05T | 0% |
| Annual Yield % from dividends | 0.28 | 1.11 | 25% |
| Returns for 1 year | -2.46 | 11.52 | -21% |
| Returns for 3 years | 6.85 | 66.89 | 10% |
| Returns for 5 years | 9.90 | 80.80 | 12% |
| Returns for 10 years | 32.33 | 225.71 | 14% |
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