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CSMIX vs VSIIX
CSMIX vs VSIIX Comparison
Open Charts CSMIX vs VSIIX
Columbia Small Cap Value I A
Price$36.33
Change+$0.53 (+1.48%)
VolumeN/A
Net Assets1.34B
Vanguard Small Cap Value Index I
Price$41.18
Change+$0.53 (+1.30%)
VolumeN/A
Net Assets53.62B
CSMIX vs VSIIX Comparison Chart
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CSMIX vs. VSIIX commentary
Apr 12, 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 53.6B vs. CSMIX (1.34B). VSIIX pays higher dividends than CSMIX: VSIIX (2.28) vs CSMIX (0.54). CSMIX was incepted earlier than VSIIX: CSMIX (39 years) vs VSIIX (25 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 : -7.70 vs. CSMIX (-16.30). VSIIX return over 5 years is better than : 76.50 vs. CSMIX (41.70).
| 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 | 25 years | - |
| Gain YTD | -17.606 | -14.477 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 53.6B | 2% |
| Annual Yield % from dividends | 0.54 | 2.28 | 24% |
| Returns for 1 year | -16.30 | -7.70 | 212% |
| Returns for 3 years | -14.33 | 0.29 | -5,021% |
| Returns for 5 years | 41.70 | 76.50 | 55% |
| Returns for 10 years | -16.97 | 61.10 | -28% |
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