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CUURX vs VISVX
CUURX vs VISVX Comparison
Open Charts CUURX vs VISVX
Columbia Small Cap Value I Inst2
Price$51.67
Change+$0.21 (+0.41%)
VolumeN/A
Net Assets1.54B
Vanguard Small Cap Value Index I
Price$45.63
Change+$0.19 (+0.42%)
VolumeN/A
Net Assets54.02B
CUURX vs VISVX Comparison Chart in %
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CUURX vs. VISVX commentary
Jun 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. CUURX (1.54B). VISVX pays higher dividends than CUURX: VISVX (2.11) vs CUURX (0.68). CUURX was incepted earlier than VISVX: CUURX (13 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 : 4.57 vs. CUURX (1.91). VISVX return over 5 years is better than : 80.44 vs. CUURX (59.90).
| CUURX | VISVX | CUURX / VISVX | |
| Total Expense Ratio | 0.87 | 0.19 | 458% |
| Annual Report Gross Expense Ratio | 0.91 | 0.19 | 479% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -3.816 | -3.868 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 54B | 3% |
| Annual Yield % from dividends | 0.68 | 2.11 | 32% |
| Returns for 1 year | 1.91 | 4.57 | 42% |
| Returns for 3 years | 18.79 | 30.88 | 61% |
| Returns for 5 years | 59.90 | 80.44 | 74% |
| Returns for 10 years | 10.47 | 79.63 | 13% |