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CUURX vs VSIAX
CUURX vs VSIAX Comparison
Open Charts CUURX vs VSIAX
Columbia Small Cap Value I Inst2
Price$55.71
Change-$0.52 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$89.54
Change-$0.82 (-0.91%)
VolumeN/A
CapitalizationN/A
CUURX vs VSIAX Comparison Chart
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CUURX vs. VSIAX commentary
Nov 15, 2024
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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. CUURX (1.59B). VSIAX pays higher dividends than CUURX: VSIAX (2.01) vs CUURX (0.69). CUURX was incepted earlier than VSIAX: CUURX (12 years) vs VSIAX (13 years). CUURX is a more actively managed with annual turnover of: 72.00 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 : 29.94 vs. CUURX (17.09). VSIAX return over 5 years is better than : 59.96 vs. CUURX (39.27).
| CUURX | VSIAX | CUURX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 7.806 | 17.342 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 57.6B | 3% |
| Annual Yield % from dividends | 0.69 | 2.01 | 34% |
| Returns for 1 year | 17.09 | 29.94 | 57% |
| Returns for 3 years | -4.76 | 15.20 | -31% |
| Returns for 5 years | 39.27 | 59.96 | 66% |
| Returns for 10 years | 9.70 | 112.55 | 9% |
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