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CUURX vs VISVX
CUURX vs VISVX Comparison
Open Charts CUURX vs VISVX
Columbia Small Cap Value I Inst2
Price$55.75
Change+$0.30 (+0.54%)
VolumeN/A
Net Assets1.73B
Vanguard Small Cap Value Index I
Price$49.53
Change+$0.06 (+0.12%)
VolumeN/A
Net Assets58.32B
CUURX vs VISVX Comparison Chart
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CUURX vs. VISVX commentary
Jan 24, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. CUURX (1.73B). 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 : 18.09 vs. CUURX (11.29). VISVX return over 5 years is better than : 54.50 vs. CUURX (38.16).
| 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 | 3.779 | 4.186 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 58.3B | 3% |
| Annual Yield % from dividends | 0.69 | 1.90 | 36% |
| Returns for 1 year | 11.29 | 18.09 | 62% |
| Returns for 3 years | 11.17 | 22.53 | 50% |
| Returns for 5 years | 38.16 | 54.50 | 70% |
| Returns for 10 years | 27.12 | 105.15 | 26% |