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CZOVX vs VTSMX
CZOVX vs VTSMX Comparison
Open Charts CZOVX vs VTSMX
Zacks All-Cap Core Institutional
Price$29.60
Change+$0.17 (+0.58%)
VolumeN/A
Net Assets36.13M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
CZOVX vs VTSMX Comparison Chart in %
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CZOVX vs. VTSMX commentary
Oct 19, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. CZOVX (36.1M). VTSMX pays higher dividends than CZOVX: VTSMX (1.04) vs CZOVX (0.29). 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 : 13.79 vs. CZOVX (-0.49). VTSMX return over 5 years is better than : 84.86 vs. CZOVX (11.25).
| 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 | 13.540 | 13.012 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 3000 | 167% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.1M | 2.02T | 0% |
| Annual Yield % from dividends | 0.29 | 1.04 | 27% |
| Returns for 1 year | -0.49 | 13.79 | -4% |
| Returns for 3 years | 11.99 | 76.02 | 16% |
| Returns for 5 years | 11.25 | 84.86 | 13% |
| Returns for 10 years | 30.31 | 225.10 | 13% |
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