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CSVYX vs VSIIX
CSVYX vs VSIIX Comparison
Open Charts CSVYX vs VSIIX
Columbia Small Cap Value I Inst3
Price$51.59
Change-$1.30 (-2.46%)
VolumeN/A
Net Assets1.67B
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
CSVYX vs VSIIX Comparison Chart
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CSVYX vs. VSIIX 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 CSVYX is a Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. CSVYX (1.67B). VSIIX pays higher dividends than CSVYX: VSIIX (2.02) vs CSVYX (0.75). CSVYX was incepted earlier than VSIIX: CSVYX (16 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 : 9.99 vs. CSVYX (5.42). VSIIX return over 5 years is better than : 47.63 vs. CSVYX (33.40).
| CSVYX | VSIIX | CSVYX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -0.425 | -0.294 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 60.2B | 3% |
| Annual Yield % from dividends | 0.75 | 2.02 | 37% |
| Returns for 1 year | 5.42 | 9.99 | 54% |
| Returns for 3 years | 7.29 | 17.99 | 41% |
| Returns for 5 years | 33.40 | 47.63 | 70% |
| Returns for 10 years | 15.98 | 90.58 | 18% |