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COLEX vs VVIAX
COLEX vs VVIAX Comparison
Open Charts COLEX vs VVIAX
Columbia Disciplined Value Adv
Price$9.93
Change-$0.03 (-0.30%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$68.70
Change-$0.27 (-0.39%)
VolumeN/A
CapitalizationN/A
COLEX vs VVIAX Comparison Chart
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COLEX vs. VVIAX commentary
Nov 18, 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 COLEX is a StrongBuy and VVIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. COLEX (187M). VVIAX pays higher dividends than COLEX: VVIAX (2.36) vs COLEX (1.51). COLEX was incepted earlier than VVIAX: COLEX (9 years) vs VVIAX (24 years). COLEX is a more actively managed with annual turnover of: 60.00 vs. VVIAX (10.00). COLEX has a lower initial minimum investment than VVIAX: COLEX (2000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 25.54 vs. COLEX (23.23). VVIAX return over 5 years is better than : 50.78 vs. COLEX (3.60).
| COLEX | VVIAX | COLEX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 21.394 | 17.922 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 187M | 184B | 0% |
| Annual Yield % from dividends | 1.51 | 2.36 | 64% |
| Returns for 1 year | 23.23 | 25.54 | 91% |
| Returns for 3 years | -11.70 | 21.55 | -54% |
| Returns for 5 years | 3.60 | 50.78 | 7% |
| Returns for 10 years | N/A | 110.49 | - |