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CSCZX vs VSIIX
CSCZX vs VSIIX Comparison
Open Charts CSCZX vs VSIIX
Columbia Small Cap Value I Inst
Price$47.29
Change+$0.95 (+2.05%)
VolumeN/A
Net Assets1.48B
Vanguard Small Cap Value Index I
Price$44.57
Change+$0.70 (+1.60%)
VolumeN/A
Net Assets51.69B
CSCZX vs VSIIX Comparison Chart
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CSCZX vs. VSIIX 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 CSCZX is a Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. CSCZX (1.48B). VSIIX pays higher dividends than CSCZX: VSIIX (2.35) vs CSCZX (0.66). CSCZX was incepted earlier than VSIIX: CSCZX (30 years) vs VSIIX (25 years). CSCZX (1.00) is less costly to investors than VSIIX (0.06). CSCZX is a more actively managed with annual turnover of: 79.00 vs. VSIIX (16.00). CSCZX has a lower initial minimum investment than VSIIX: CSCZX (2000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : -1.41 vs. CSCZX (-7.89). VSIIX return over 5 years is better than : 85.51 vs. CSCZX (57.03).
| CSCZX | VSIIX | CSCZX / VSIIX | |
| Total Expense Ratio | 0.95 | 0.06 | 1,583% |
| Annual Report Gross Expense Ratio | 1.00 | 0.06 | 1,667% |
| Fund Existence | 30 years | 25 years | - |
| Gain YTD | -9.704 | -7.703 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 51.7B | 3% |
| Annual Yield % from dividends | 0.66 | 2.35 | 28% |
| Returns for 1 year | -7.89 | -1.41 | 561% |
| Returns for 3 years | 3.47 | 16.07 | 22% |
| Returns for 5 years | 57.03 | 85.51 | 67% |
| Returns for 10 years | 3.14 | 75.92 | 4% |
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