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CSVRX vs VISVX
CSVRX vs VISVX Comparison
Open Charts CSVRX vs VISVX
Columbia Small Cap Value I R
Price$40.74
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.52B
Vanguard Small Cap Value Index I
Price$45.44
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets54.02B
CSVRX vs VISVX Comparison Chart
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CSVRX vs. VISVX commentary
Jun 06, 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: 54B vs. CSVRX (1.52B). VISVX pays higher dividends than CSVRX: VISVX (2.11) vs CSVRX (0.34). 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 : 2.75 vs. CSVRX (-4.93). VISVX return over 5 years is better than : 65.01 vs. CSVRX (30.70).
| 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 | -5.409 | -4.142 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 54B | 3% |
| Annual Yield % from dividends | 0.34 | 2.11 | 16% |
| Returns for 1 year | -4.93 | 2.75 | -180% |
| Returns for 3 years | -2.53 | 13.50 | -19% |
| Returns for 5 years | 30.70 | 65.01 | 47% |
| Returns for 10 years | -5.23 | 82.35 | -6% |
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