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CZOVX vs VTSMX
CZOVX vs VTSMX Comparison
Open Charts CZOVX vs VTSMX
Zacks All-Cap Core Institutional
Price$30.03
Change+$0.16 (+0.54%)
VolumeN/A
Net Assets36.05M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
CZOVX vs VTSMX Comparison Chart in %
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CZOVX vs. VTSMX commentary
Feb 05, 2026
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: 2.06T vs. CZOVX (36.1M). VTSMX pays higher dividends than CZOVX: VTSMX (1.00) vs CZOVX (0.31). CZOVX was incepted earlier than VTSMX: CZOVX (20 years) vs VTSMX (34 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 : 14.79 vs. CZOVX (12.24). VTSMX return over 5 years is better than : 68.19 vs. CZOVX (7.36).
| 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 | 34 years | - |
| Gain YTD | 1.969 | 1.373 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.1M | 2.06T | 0% |
| Annual Yield % from dividends | 0.31 | 1.00 | 30% |
| Returns for 1 year | 12.24 | 14.79 | 83% |
| Returns for 3 years | 16.69 | 63.99 | 26% |
| Returns for 5 years | 7.36 | 68.19 | 11% |
| Returns for 10 years | 53.77 | 270.18 | 20% |
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