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CSVYX vs VISVX
CSVYX vs VISVX Comparison
Open Charts CSVYX vs VISVX
Columbia Small Cap Value I Inst3
Price$51.29
Change+$0.55 (+1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.85
Change+$0.49 (+1.03%)
VolumeN/A
CapitalizationN/A
CSVYX vs VISVX Comparison Chart
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CSVYX vs. VISVX commentary
Dec 24, 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 CSVYX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. CSVYX (1.55B). VISVX pays higher dividends than CSVYX: VISVX (1.90) vs CSVYX (0.75). CSVYX was incepted earlier than VISVX: CSVYX (15 years) vs VISVX (27 years). CSVYX is a more actively managed with annual turnover of: 72.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than CSVYX: VISVX (3000) vs CSVYX (1000000). VISVX annual gain was more profitable for investors over the last year : 11.81 vs. CSVYX (3.46). VISVX return over 5 years is better than : 47.19 vs. CSVYX (26.96).
| CSVYX | VISVX | CSVYX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 2.417 | 11.293 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 63B | 2% |
| Annual Yield % from dividends | 0.75 | 1.90 | 40% |
| Returns for 1 year | 3.46 | 11.81 | 29% |
| Returns for 3 years | 4.58 | 15.69 | 29% |
| Returns for 5 years | 26.96 | 47.19 | 57% |
| Returns for 10 years | 17.00 | 96.52 | 18% |
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