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CSMIX vs VSIIX
CSMIX vs VSIIX Comparison
Open Charts CSMIX vs VSIIX
Columbia Small Cap Value I A
Price$43.51
Change+$0.50 (+1.16%)
VolumeN/A
Net Assets1.65B
Vanguard Small Cap Value Index I
Price$48.74
Change+$0.41 (+0.85%)
VolumeN/A
Net Assets55.61B
CSMIX vs VSIIX Comparison Chart in %
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CSMIX vs. VSIIX commentary
Jul 11, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. CSMIX (1.65B). VSIIX pays higher dividends than CSMIX: VSIIX (2.12) vs CSMIX (0.98). CSMIX was incepted earlier than VSIIX: CSMIX (39 years) vs VSIIX (26 years). CSMIX (1.25) is less costly to investors than VSIIX (0.06). CSMIX is a more actively managed with annual turnover of: 79.00 vs. VSIIX (16.00). CSMIX has a lower initial minimum investment than VSIIX: CSMIX (2000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 10.98 vs. CSMIX (7.64). VSIIX return over 5 years is better than : 95.79 vs. CSMIX (58.38).
| CSMIX | VSIIX | CSMIX / VSIIX | |
| Total Expense Ratio | 1.20 | 0.06 | 2,000% |
| Annual Report Gross Expense Ratio | 1.25 | 0.06 | 2,083% |
| Fund Existence | 39 years | 26 years | - |
| Gain YTD | -0.549 | 1.808 | -30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 55.6B | 3% |
| Annual Yield % from dividends | 0.98 | 2.12 | 46% |
| Returns for 1 year | 7.64 | 10.98 | 70% |
| Returns for 3 years | 23.84 | 35.68 | 67% |
| Returns for 5 years | 58.38 | 95.79 | 61% |
| Returns for 10 years | 1.35 | 94.35 | 1% |