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CSVRX vs VSIAX
CSVRX vs VSIAX Comparison
Open Charts CSVRX vs VSIAX
Columbia Small Cap Value I R
Price$43.19
Change+$0.47 (+1.10%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$86.03
Change+$0.63 (+0.74%)
VolumeN/A
CapitalizationN/A
CSVRX vs VSIAX Comparison Chart
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CSVRX vs. VSIAX commentary
Dec 25, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. CSVRX (1.55B). 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 : 11.42 vs. CSVRX (1.12). VSIAX return over 5 years is better than : 48.54 vs. CSVRX (17.83).
| 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 | 0.883 | 11.511 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 63B | 2% |
| Annual Yield % from dividends | 0.31 | 2.01 | 16% |
| Returns for 1 year | 1.12 | 11.42 | 10% |
| Returns for 3 years | -2.07 | 14.75 | -14% |
| Returns for 5 years | 17.83 | 48.54 | 37% |
| Returns for 10 years | 1.04 | 96.09 | 1% |
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