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CSVYX vs VSIIX
CSVYX vs VSIIX Comparison
Open Charts CSVYX vs VSIIX
Columbia Small Cap Value I Inst3
Price$51.42
Change-$0.72 (-1.38%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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CSVYX vs VSIIX Comparison Chart
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CSVYX vs. VSIIX commentary
Sep 22, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. CSVYX (1.55B). VSIIX pays higher dividends than CSVYX: VSIIX (2.02) vs CSVYX (0.75). CSVYX was incepted earlier than VSIIX: CSVYX (15 years) vs VSIIX (25 years). CSVYX is a more actively managed with annual turnover of: 72.00 vs. VSIIX (16.00). CSVYX has a lower initial minimum investment than VSIIX: CSVYX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 25.85 vs. CSVYX (12.04). VSIIX return over 5 years is better than : 57.12 vs. CSVYX (34.83).
| CSVYX | VSIIX | CSVYX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 2.023 | 11.364 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 57.3B | 3% |
| Annual Yield % from dividends | 0.75 | 2.02 | 37% |
| Returns for 1 year | 12.04 | 25.85 | 47% |
| Returns for 3 years | 0.71 | 21.47 | 3% |
| Returns for 5 years | 34.83 | 57.12 | 61% |
| Returns for 10 years | 5.08 | 109.23 | 5% |