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CSVRX vs VISVX
CSVRX vs VISVX Comparison
Open Charts CSVRX vs VISVX
Columbia Small Cap Value I R
Price$39.17
Change+$0.96 (+2.51%)
VolumeN/A
Net Assets1.48B
Vanguard Small Cap Value Index I
Price$44.16
Change+$0.90 (+2.08%)
VolumeN/A
Net Assets53.62B
CSVRX vs VISVX Comparison Chart
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CSVRX vs. VISVX commentary
May 05, 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 CSVRX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. CSVRX (1.48B). VISVX pays higher dividends than CSVRX: VISVX (2.21) vs CSVRX (0.36). CSVRX was incepted earlier than VISVX: CSVRX (15 years) vs VISVX (27 years). CSVRX (1.50) is less costly to investors than VISVX (0.19). CSVRX is a more actively managed with annual turnover of: 79.00 vs. VISVX (16.00). CSVRX has a lower initial minimum investment than VISVX: CSVRX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 1.38 vs. CSVRX (-6.62). VISVX return over 5 years is better than : 94.31 vs. CSVRX (53.33).
| CSVRX | VISVX | CSVRX / VISVX | |
| Total Expense Ratio | 1.45 | 0.19 | 763% |
| Annual Report Gross Expense Ratio | 1.50 | 0.19 | 789% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | -9.076 | -6.965 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 53.6B | 3% |
| Annual Yield % from dividends | 0.36 | 2.21 | 16% |
| Returns for 1 year | -6.62 | 1.38 | -479% |
| Returns for 3 years | -4.87 | 11.22 | -43% |
| Returns for 5 years | 53.33 | 94.31 | 57% |
| Returns for 10 years | -7.40 | 78.70 | -9% |
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