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CCERX vs VFIAX
CCERX vs VFIAX Comparison
Open Charts CCERX vs VFIAX
Columbia Large Cap Enhanced Core R
Price$24.88
Change-$1.38 (-5.26%)
VolumeN/A
Net Assets464.88M
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
CCERX vs VFIAX Comparison Chart
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CCERX vs. VFIAX commentary
Apr 04, 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 Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. CCERX (465M). VFIAX pays higher dividends than CCERX: VFIAX (1.35) vs CCERX (0.51). CCERX was incepted earlier than VFIAX: CCERX (19 years) vs VFIAX (24 years). CCERX (1.48) is less costly to investors than VFIAX (0.04). CCERX is a more actively managed with annual turnover of: 90.00 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 : 8.85 vs. CCERX (-4.10). VFIAX return over 5 years is better than : 127.96 vs. CCERX (38.94).
| CCERX | VFIAX | CCERX / VFIAX | |
| Total Expense Ratio | 1.08 | 0.04 | 2,700% |
| Annual Report Gross Expense Ratio | 1.48 | 0.04 | 3,700% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | -4.682 | -3.588 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 1.4T | 0% |
| Annual Yield % from dividends | 0.51 | 1.35 | 38% |
| Returns for 1 year | -4.10 | 8.85 | -46% |
| Returns for 3 years | 0.65 | 23.83 | 3% |
| Returns for 5 years | 38.94 | 127.96 | 30% |
| Returns for 10 years | 26.05 | 173.02 | 15% |
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