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CCERX vs VFIAX
CCERX vs VFIAX Comparison
Open Charts CCERX vs VFIAX
Columbia Large Cap Enhanced Core R
Price$28.15
Change+$0.33 (+1.19%)
VolumeN/A
Net Assets488.87M
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
CCERX vs VFIAX Comparison Chart
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CCERX vs. VFIAX commentary
Jan 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 CCERX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. CCERX (489M). VFIAX pays higher dividends than CCERX: VFIAX (1.32) vs CCERX (0.61). CCERX was incepted earlier than VFIAX: CCERX (19 years) vs VFIAX (24 years). CCERX is a more actively managed with annual turnover of: 92.00 vs. VFIAX (2.00). CCERX has a lower initial minimum investment than VFIAX: CCERX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 25.54 vs. CCERX (12.53). VFIAX return over 5 years is better than : 80.23 vs. CCERX (10.13).
| CCERX | VFIAX | CCERX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 2.178 | 2.010 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 489M | 1.35T | 0% |
| Annual Yield % from dividends | 0.61 | 1.32 | 46% |
| Returns for 1 year | 12.53 | 25.54 | 49% |
| Returns for 3 years | 8.54 | 31.13 | 27% |
| Returns for 5 years | 10.13 | 80.23 | 13% |
| Returns for 10 years | 39.22 | 196.98 | 20% |