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CUURX vs VSIAX
CUURX vs VSIAX Comparison
Open Charts CUURX vs VSIAX
Columbia Small Cap Value I Inst2
Price$53.27
Change+$0.09 (+0.17%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.40
Change-$0.35 (-0.41%)
VolumeN/A
CapitalizationN/A
CUURX vs VSIAX Comparison Chart
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CUURX vs. VSIAX commentary
Dec 24, 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 Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. CUURX (1.55B). 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 : 11.42 vs. CUURX (2.99). VSIAX return over 5 years is better than : 48.54 vs. CUURX (27.75).
| 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 | 2.734 | 11.511 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 63B | 2% |
| Annual Yield % from dividends | 0.69 | 2.01 | 34% |
| Returns for 1 year | 2.99 | 11.42 | 26% |
| Returns for 3 years | 3.31 | 14.75 | 22% |
| Returns for 5 years | 27.75 | 48.54 | 57% |
| Returns for 10 years | 18.19 | 96.09 | 19% |
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