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CCERX vs VFINX
CCERX vs VFINX Comparison
Open Charts CCERX vs VFINX
Columbia Large Cap Enhanced Core R
Price$24.88
Change-$1.38 (-5.26%)
VolumeN/A
Net Assets464.88M
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
CCERX vs VFINX Comparison Chart
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CCERX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. CCERX (465M). VFINX pays higher dividends than CCERX: VFINX (1.24) vs CCERX (0.51). CCERX was incepted earlier than VFINX: CCERX (19 years) vs VFINX (49 years). CCERX (1.48) is less costly to investors than VFINX (0.14). CCERX is a more actively managed with annual turnover of: 90.00 vs. VFINX (2.00). CCERX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 8.85 vs. CCERX (-4.10). VFINX return over 5 years is better than : 127.97 vs. CCERX (38.94).
| CCERX | VFINX | CCERX / VFINX | |
| Total Expense Ratio | 1.08 | 0.14 | 771% |
| Annual Report Gross Expense Ratio | 1.48 | 0.14 | 1,057% |
| Fund Existence | 19 years | 49 years | - |
| Gain YTD | -4.682 | -3.587 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 1.4T | 0% |
| Annual Yield % from dividends | 0.51 | 1.24 | 41% |
| Returns for 1 year | -4.10 | 8.85 | -46% |
| Returns for 3 years | 0.65 | 23.83 | 3% |
| Returns for 5 years | 38.94 | 127.97 | 30% |
| Returns for 10 years | 26.05 | 173.04 | 15% |
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