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CSVRX vs VSIAX
CSVRX vs VSIAX Comparison
Open Charts CSVRX vs VSIAX
Columbia Small Cap Value I R
Price$46.62
Change+$0.93 (+2.04%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$91.93
Change+$1.23 (+1.36%)
VolumeN/A
CapitalizationN/A
CSVRX vs VSIAX Comparison Chart
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CSVRX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. CSVRX (1.63B). VSIAX pays higher dividends than CSVRX: VSIAX (2.01) vs CSVRX (0.31). CSVRX was incepted earlier than VSIAX: CSVRX (14 years) vs VSIAX (13 years). CSVRX is a more actively managed with annual turnover of: 72.00 vs. VSIAX (16.00). CSVRX has a lower initial minimum investment than VSIAX: CSVRX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 30.11 vs. CSVRX (15.53). VSIAX return over 5 years is better than : 62.31 vs. CSVRX (33.51).
| CSVRX | VSIAX | CSVRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 7.556 | 17.784 | 42% |
| 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 | 2.01 | 16% |
| Returns for 1 year | 15.53 | 30.11 | 52% |
| Returns for 3 years | -7.55 | 16.99 | -44% |
| Returns for 5 years | 33.51 | 62.31 | 54% |
| Returns for 10 years | -5.98 | 110.46 | -5% |
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