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CUURX vs VSIIX
CUURX vs VSIIX Comparison
Open Charts CUURX vs VSIIX
Columbia Small Cap Value I Inst2
Price$55.71
Change-$0.52 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.05
Change-$0.46 (-0.91%)
VolumeN/A
CapitalizationN/A
CUURX vs VSIIX Comparison Chart
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CUURX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. CUURX (1.59B). VSIIX pays higher dividends than CUURX: VSIIX (2.02) vs CUURX (0.69). CUURX was incepted earlier than VSIIX: CUURX (12 years) vs VSIIX (25 years). CUURX is a more actively managed with annual turnover of: 72.00 vs. VSIIX (16.00). CUURX has a lower initial minimum investment than VSIIX: CUURX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 29.93 vs. CUURX (17.09). VSIIX return over 5 years is better than : 60.02 vs. CUURX (39.27).
| CUURX | VSIIX | CUURX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 7.806 | 17.351 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 57.6B | 3% |
| Annual Yield % from dividends | 0.69 | 2.02 | 34% |
| Returns for 1 year | 17.09 | 29.93 | 57% |
| Returns for 3 years | -4.76 | 15.23 | -31% |
| Returns for 5 years | 39.27 | 60.02 | 65% |
| Returns for 10 years | 9.70 | 112.62 | 9% |
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