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CSVRX vs VSIAX
CSVRX vs VSIAX Comparison
Open Charts CSVRX vs VSIAX
Columbia Small Cap Value I R
Price$42.86
Change-$1.07 (-2.44%)
VolumeN/A
Net Assets1.67B
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
CSVRX vs VSIAX Comparison Chart
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CSVRX vs. VSIAX commentary
Feb 23, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. CSVRX (1.67B). 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 : 9.98 vs. CSVRX (3.68). VSIAX return over 5 years is better than : 47.61 vs. CSVRX (23.87).
| 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 | -0.511 | -0.294 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 60.2B | 3% |
| Annual Yield % from dividends | 0.31 | 2.01 | 16% |
| Returns for 1 year | 3.68 | 9.98 | 37% |
| Returns for 3 years | 2.10 | 17.97 | 12% |
| Returns for 5 years | 23.87 | 47.61 | 50% |
| Returns for 10 years | 0.65 | 90.53 | 1% |
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