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CCERX vs VTSMX
CCERX vs VTSMX Comparison
Open Charts CCERX vs VTSMX
Columbia Large Cap Enhanced Core R
Price$28.34
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets489.84M
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
CCERX vs VTSMX Comparison Chart
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CCERX vs. VTSMX commentary
Jan 31, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. CCERX (490M). VTSMX pays higher dividends than CCERX: VTSMX (1.26) vs CCERX (0.61). CCERX was incepted earlier than VTSMX: CCERX (19 years) vs VTSMX (33 years). CCERX is a more actively managed with annual turnover of: 92.00 vs. VTSMX (2.00). CCERX has a lower initial minimum investment than VTSMX: CCERX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 24.48 vs. CCERX (11.87). VTSMX return over 5 years is better than : 83.05 vs. CCERX (14.87).
| CCERX | VTSMX | CCERX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 33 years | - |
| Gain YTD | 2.868 | 2.986 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 490M | 1.78T | 0% |
| Annual Yield % from dividends | 0.61 | 1.26 | 48% |
| Returns for 1 year | 11.87 | 24.48 | 48% |
| Returns for 3 years | 10.11 | 31.83 | 32% |
| Returns for 5 years | 14.87 | 83.05 | 18% |
| Returns for 10 years | 40.56 | 196.61 | 21% |
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