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CZOVX vs VTSMX
CZOVX vs VTSMX Comparison
Open Charts CZOVX vs VTSMX
Zacks All-Cap Core Institutional
Price$28.55
Change+$0.14 (+0.49%)
VolumeN/A
Net Assets32.29M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
CZOVX vs VTSMX Comparison Chart in %
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CZOVX vs. VTSMX commentary
Jul 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. CZOVX (32.3M). VTSMX pays higher dividends than CZOVX: VTSMX (1.12) vs CZOVX (0.30). CZOVX was incepted earlier than VTSMX: CZOVX (20 years) vs VTSMX (33 years). CZOVX (1.47) is less costly to investors than VTSMX (0.14). CZOVX is a more actively managed with annual turnover of: 15.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than CZOVX: VTSMX (3000) vs CZOVX (5000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. CZOVX (4.38). VTSMX return over 5 years is better than : 93.51 vs. CZOVX (15.80).
| CZOVX | VTSMX | CZOVX / VTSMX | |
| Total Expense Ratio | 1.00 | 0.14 | 714% |
| Annual Report Gross Expense Ratio | 1.47 | 0.14 | 1,050% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 9.513 | 8.287 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3M | 1.91T | 0% |
| Annual Yield % from dividends | 0.30 | 1.12 | 27% |
| Returns for 1 year | 4.38 | 17.75 | 25% |
| Returns for 3 years | 3.99 | 60.60 | 7% |
| Returns for 5 years | 15.80 | 93.51 | 17% |
| Returns for 10 years | 19.85 | 200.97 | 10% |
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