Ad is loading...
CLCQX vs VTSMX
CLCQX vs VTSMX Comparison
Open Charts CLCQX vs VTSMX
Columbia Disciplined Core Adv
Price$16.16
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$137.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CLCQX vs VTSMX Comparison Chart
Loading...
CLCQX vs. VTSMX commentary
Sep 20, 2024
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 CLCQX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. CLCQX (4.81B). VTSMX pays higher dividends than CLCQX: VTSMX (1.26) vs CLCQX (0.86). CLCQX was incepted earlier than VTSMX: CLCQX (12 years) vs VTSMX (32 years). CLCQX is a more actively managed with annual turnover of: 50.00 vs. VTSMX (2.00). CLCQX has a lower initial minimum investment than VTSMX: CLCQX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 25.89 vs. CLCQX (23.49). VTSMX return over 5 years is better than : 82.93 vs. CLCQX (31.63).
| CLCQX | VTSMX | CLCQX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 19.608 | 16.884 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 1.72T | 0% |
| Annual Yield % from dividends | 0.86 | 1.26 | 68% |
| Returns for 1 year | 23.49 | 25.89 | 91% |
| Returns for 3 years | 1.95 | 21.33 | 9% |
| Returns for 5 years | 31.63 | 82.93 | 38% |
| Returns for 10 years | 76.29 | 178.97 | 43% |
View a ticker or compare two or three
VS
VS
Ad is loading...