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CSVRX vs VISVX
CSVRX vs VISVX Comparison
Open Charts CSVRX vs VISVX
Columbia Small Cap Value I R
Price$46.62
Change+$0.93 (+2.04%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$51.30
Change+$0.69 (+1.36%)
VolumeN/A
CapitalizationN/A
CSVRX vs VISVX Comparison Chart
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CSVRX vs. VISVX commentary
Nov 23, 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 CSVRX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. CSVRX (1.63B). VISVX pays higher dividends than CSVRX: VISVX (1.90) vs CSVRX (0.31). CSVRX was incepted earlier than VISVX: CSVRX (14 years) vs VISVX (27 years). CSVRX is a more actively managed with annual turnover of: 72.00 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 : 30.04 vs. CSVRX (15.53). VISVX return over 5 years is better than : 62.14 vs. CSVRX (33.51).
| CSVRX | VISVX | CSVRX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 7.556 | 17.712 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 57.6B | 3% |
| Annual Yield % from dividends | 0.31 | 1.90 | 17% |
| Returns for 1 year | 15.53 | 30.04 | 52% |
| Returns for 3 years | -7.55 | 16.92 | -45% |
| Returns for 5 years | 33.51 | 62.14 | 54% |
| Returns for 10 years | -5.98 | 109.83 | -5% |
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