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CUURX vs VSIAX
CUURX vs VSIAX Comparison
Open Charts CUURX vs VSIAX
Columbia Small Cap Value I Inst2
Price$53.67
Change+$0.29 (+0.54%)
VolumeN/A
Net Assets1.62B
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
CUURX vs VSIAX Comparison Chart in %
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CUURX vs. VSIAX commentary
Jul 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. CUURX (1.62B). VSIAX pays higher dividends than CUURX: VSIAX (2.11) vs CUURX (1.11). CUURX was incepted earlier than VSIAX: CUURX (13 years) vs VSIAX (14 years). CUURX (0.91) is less costly to investors than VSIAX (0.07). CUURX is a more actively managed with annual turnover of: 79.00 vs. VSIAX (16.00). CUURX has a lower initial minimum investment than VSIAX: CUURX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 11.12 vs. CUURX (8.78). VSIAX return over 5 years is better than : 93.20 vs. CUURX (67.65).
| CUURX | VSIAX | CUURX / VSIAX | |
| Total Expense Ratio | 0.87 | 0.07 | 1,243% |
| Annual Report Gross Expense Ratio | 0.91 | 0.07 | 1,300% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | -0.155 | 1.538 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 54B | 3% |
| Annual Yield % from dividends | 1.11 | 2.11 | 52% |
| Returns for 1 year | 8.78 | 11.12 | 79% |
| Returns for 3 years | 27.57 | 34.21 | 81% |
| Returns for 5 years | 67.65 | 93.20 | 73% |
| Returns for 10 years | 17.42 | 95.55 | 18% |
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