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CUURX vs VISVX
CUURX vs VISVX Comparison
Open Charts CUURX vs VISVX
Columbia Small Cap Value I Inst2
Price$53.49
Change-$1.35 (-2.46%)
VolumeN/A
Net Assets1.67B
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
CUURX vs VISVX Comparison Chart
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CUURX vs. VISVX 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 CUURX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. CUURX (1.67B). VISVX pays higher dividends than CUURX: VISVX (1.90) vs CUURX (0.69). CUURX was incepted earlier than VISVX: CUURX (12 years) vs VISVX (27 years). CUURX is a more actively managed with annual turnover of: 72.00 vs. VISVX (16.00). CUURX has a lower initial minimum investment than VISVX: CUURX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 9.96 vs. CUURX (5.57). VISVX return over 5 years is better than : 47.46 vs. CUURX (34.28).
| CUURX | VISVX | CUURX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | -0.428 | -0.316 | 136% |
| 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 | 0.69 | 1.90 | 36% |
| Returns for 1 year | 5.57 | 9.96 | 56% |
| Returns for 3 years | 7.72 | 17.90 | 43% |
| Returns for 5 years | 34.28 | 47.46 | 72% |
| Returns for 10 years | 17.69 | 90.10 | 20% |
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