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CCTRX vs VISVX
CCTRX vs VISVX Comparison
Open Charts CCTRX vs VISVX
Columbia Small Cap Value II R
Price$12.25
Change+$0.22 (+1.83%)
VolumeN/A
Net Assets797.37M
Vanguard Small Cap Value Index I
Price$44.51
Change+$0.71 (+1.62%)
VolumeN/A
Net Assets51.69B
CCTRX vs VISVX Comparison Chart
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CCTRX vs. VISVX commentary
May 09, 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 CCTRX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. CCTRX (797M). VISVX pays higher dividends than CCTRX: VISVX (2.21) vs CCTRX (1.51). CCTRX was incepted earlier than VISVX: CCTRX (19 years) vs VISVX (27 years). CCTRX (1.61) is less costly to investors than VISVX (0.19). CCTRX is a more actively managed with annual turnover of: 88.00 vs. VISVX (16.00). CCTRX has a lower initial minimum investment than VISVX: CCTRX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -1.45 vs. CCTRX (-25.48). VISVX return over 5 years is better than : 85.28 vs. CCTRX (13.40).
| CCTRX | VISVX | CCTRX / VISVX | |
| Total Expense Ratio | 1.46 | 0.19 | 768% |
| Annual Report Gross Expense Ratio | 1.61 | 0.19 | 847% |
| Fund Existence | 19 years | 27 years | - |
| Gain YTD | -10.090 | -7.723 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 51.7B | 2% |
| Annual Yield % from dividends | 1.51 | 2.21 | 68% |
| Returns for 1 year | -25.48 | -1.45 | 1,761% |
| Returns for 3 years | -22.87 | 15.99 | -143% |
| Returns for 5 years | 13.40 | 85.28 | 16% |
| Returns for 10 years | -30.51 | 75.47 | -40% |
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