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CSVYX vs VSIIX
CSVYX vs VSIIX Comparison
Open Charts CSVYX vs VSIIX
Columbia Small Cap Value I Inst3
Price$47.76
Change+$0.96 (+2.05%)
VolumeN/A
Net Assets1.48B
Vanguard Small Cap Value Index I
Price$44.57
Change+$0.70 (+1.60%)
VolumeN/A
Net Assets51.69B
CSVYX vs VSIIX Comparison Chart
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CSVYX vs. VSIIX commentary
May 09, 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 Buy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 51.7B vs. CSVYX (1.48B). VSIIX pays higher dividends than CSVYX: VSIIX (2.35) vs CSVYX (0.79). CSVYX was incepted earlier than VSIIX: CSVYX (16 years) vs VSIIX (25 years). CSVYX (0.86) is less costly to investors than VSIIX (0.06). CSVYX is a more actively managed with annual turnover of: 79.00 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 : -1.41 vs. CSVYX (-7.72). VSIIX return over 5 years is better than : 85.51 vs. CSVYX (58.29).
| CSVYX | VSIIX | CSVYX / VSIIX | |
| Total Expense Ratio | 0.82 | 0.06 | 1,367% |
| Annual Report Gross Expense Ratio | 0.86 | 0.06 | 1,433% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -9.670 | -7.703 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 51.7B | 3% |
| Annual Yield % from dividends | 0.79 | 2.35 | 34% |
| Returns for 1 year | -7.72 | -1.41 | 549% |
| Returns for 3 years | 4.04 | 16.07 | 25% |
| Returns for 5 years | 58.29 | 85.51 | 68% |
| Returns for 10 years | 4.74 | 75.92 | 6% |
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