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CSMIX vs VISVX
CSMIX vs VISVX Comparison
Open Charts CSMIX vs VISVX
Columbia Small Cap Value I A
Price$40.35
Change-$1.23 (-2.96%)
VolumeN/A
Net Assets1.54B
Vanguard Small Cap Value Index I
Price$45.06
Change-$1.28 (-2.76%)
VolumeN/A
Net Assets51.69B
CSMIX vs VISVX Comparison Chart
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CSMIX vs. VISVX commentary
May 22, 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 CSMIX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. CSMIX (1.54B). VISVX pays higher dividends than CSMIX: VISVX (2.21) vs CSMIX (0.56). CSMIX was incepted earlier than VISVX: CSMIX (39 years) vs VISVX (27 years). CSMIX (1.25) is less costly to investors than VISVX (0.19). CSMIX is a more actively managed with annual turnover of: 79.00 vs. VISVX (16.00). CSMIX has a lower initial minimum investment than VISVX: CSMIX (2000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 2.52 vs. CSMIX (-5.25). VISVX return over 5 years is better than : 95.46 vs. CSMIX (57.52).
| CSMIX | VISVX | CSMIX / VISVX | |
| Total Expense Ratio | 1.20 | 0.19 | 632% |
| Annual Report Gross Expense Ratio | 1.25 | 0.19 | 658% |
| Fund Existence | 39 years | 27 years | - |
| Gain YTD | -4.304 | -2.372 | 181% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 51.7B | 3% |
| Annual Yield % from dividends | 0.56 | 2.21 | 25% |
| Returns for 1 year | -5.25 | 2.52 | -208% |
| Returns for 3 years | 5.85 | 23.69 | 25% |
| Returns for 5 years | 57.52 | 95.46 | 60% |
| Returns for 10 years | -1.96 | 83.12 | -2% |