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CCQYX vs VTSMX
CCQYX vs VTSMX Comparison
Open Charts CCQYX vs VTSMX
Columbia Disciplined Core Inst3
Price$12.99
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets4.14B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
CCQYX vs VTSMX Comparison Chart
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CCQYX vs. VTSMX commentary
Apr 18, 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 CCQYX is a Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. CCQYX (4.14B). VTSMX pays higher dividends than CCQYX: VTSMX (1.25) vs CCQYX (0.93). CCQYX was incepted earlier than VTSMX: CCQYX (10 years) vs VTSMX (33 years). CCQYX (0.66) is less costly to investors than VTSMX (0.14). CCQYX is a more actively managed with annual turnover of: 51.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than CCQYX: VTSMX (3000) vs CCQYX (1000000). VTSMX annual gain was more profitable for investors over the last year : 4.35 vs. CCQYX (-7.21). VTSMX return over 5 years is better than : 80.93 vs. CCQYX (26.59).
| CCQYX | VTSMX | CCQYX / VTSMX | |
| Total Expense Ratio | 0.66 | 0.14 | 471% |
| Annual Report Gross Expense Ratio | 0.66 | 0.14 | 471% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | -12.634 | -10.853 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.14B | 1.7T | 0% |
| Annual Yield % from dividends | 0.93 | 1.25 | 74% |
| Returns for 1 year | -7.21 | 4.35 | -166% |
| Returns for 3 years | -1.36 | 17.53 | -8% |
| Returns for 5 years | 26.59 | 80.93 | 33% |
| Returns for 10 years | N/A | 145.67 | - |
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