Ad is loading...
CSMIX vs VISVX
CSMIX vs VISVX Comparison
Open Charts CSMIX vs VISVX
Columbia Small Cap Value I A
Price$42.85
Change-$1.92 (-4.29%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
CSMIX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSMIX vs. VISVX commentary
Dec 19, 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 CSMIX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. CSMIX (1.61B). VISVX pays higher dividends than CSMIX: VISVX (1.90) vs CSMIX (0.50). CSMIX was incepted earlier than VISVX: CSMIX (38 years) vs VISVX (27 years). CSMIX is a more actively managed with annual turnover of: 72.00 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 : 16.18 vs. CSMIX (8.28). VISVX return over 5 years is better than : 52.67 vs. CSMIX (24.07).
| CSMIX | VISVX | CSMIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 27 years | - |
| Gain YTD | 5.139 | 14.945 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 63B | 3% |
| Annual Yield % from dividends | 0.50 | 1.90 | 27% |
| Returns for 1 year | 8.28 | 16.18 | 51% |
| Returns for 3 years | 5.03 | 20.58 | 24% |
| Returns for 5 years | 24.07 | 52.67 | 46% |
| Returns for 10 years | 9.19 | 105.07 | 9% |
View a ticker or compare two or three
VS
VS
Ad is loading...