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CUURX vs VISVX
CUURX vs VISVX Comparison
Open Charts CUURX vs VISVX
Columbia Small Cap Value I Inst2
Price$46.79
Change-$3.48 (-6.92%)
VolumeN/A
Net Assets1.55B
Vanguard Small Cap Value Index I
Price$42.44
Change-$3.06 (-6.73%)
VolumeN/A
Net Assets57.63B
CUURX vs VISVX Comparison Chart
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CUURX vs. VISVX commentary
Apr 04, 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 Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. CUURX (1.55B). VISVX pays higher dividends than CUURX: VISVX (2.14) vs CUURX (0.69). CUURX was incepted earlier than VISVX: CUURX (12 years) vs VISVX (27 years). CUURX (0.91) is less costly to investors than VISVX (0.19). CUURX is a more actively managed with annual turnover of: 79.00 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 : 1.29 vs. CUURX (-6.09). VISVX return over 5 years is better than : 137.90 vs. CUURX (105.83).
| CUURX | VISVX | CUURX / VISVX | |
| Total Expense Ratio | 0.87 | 0.19 | 458% |
| Annual Report Gross Expense Ratio | 0.91 | 0.19 | 479% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | -7.688 | -4.142 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 57.6B | 3% |
| Annual Yield % from dividends | 0.69 | 2.14 | 32% |
| Returns for 1 year | -6.09 | 1.29 | -472% |
| Returns for 3 years | -3.68 | 9.10 | -40% |
| Returns for 5 years | 105.83 | 137.90 | 77% |
| Returns for 10 years | 6.78 | 79.80 | 8% |