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CSVRX vs VSIAX
CSVRX vs VSIAX Comparison
Open Charts CSVRX vs VSIAX
Columbia Small Cap Value I R
Price$39.17
Change+$0.96 (+2.51%)
VolumeN/A
Net Assets1.48B
Vanguard Small Cap Value Index Admiral
Price$79.12
Change+$1.61 (+2.08%)
VolumeN/A
Net Assets53.62B
CSVRX vs VSIAX Comparison Chart
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CSVRX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. CSVRX (1.48B). VSIAX pays higher dividends than CSVRX: VSIAX (2.34) vs CSVRX (0.36). CSVRX was incepted earlier than VSIAX: CSVRX (15 years) vs VSIAX (14 years). CSVRX (1.50) is less costly to investors than VSIAX (0.07). CSVRX is a more actively managed with annual turnover of: 79.00 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 : 1.39 vs. CSVRX (-6.62). VSIAX return over 5 years is better than : 94.51 vs. CSVRX (53.33).
| CSVRX | VSIAX | CSVRX / VSIAX | |
| Total Expense Ratio | 1.45 | 0.07 | 2,071% |
| Annual Report Gross Expense Ratio | 1.50 | 0.07 | 2,143% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -9.076 | -6.950 | 131% |
| 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 | 2.34 | 15% |
| Returns for 1 year | -6.62 | 1.39 | -475% |
| Returns for 3 years | -4.87 | 11.27 | -43% |
| Returns for 5 years | 53.33 | 94.51 | 56% |
| Returns for 10 years | -7.40 | 79.09 | -9% |
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