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CUURX vs VSIIX
CUURX vs VSIIX Comparison
Open Charts CUURX vs VSIIX
Columbia Small Cap Value I Inst2
Price$53.27
Change+$0.09 (+0.17%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.73
Change-$0.20 (-0.42%)
VolumeN/A
CapitalizationN/A
CUURX vs VSIIX Comparison Chart
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CUURX vs. VSIIX 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 VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B vs. CUURX (1.55B). 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 : 11.43 vs. CUURX (2.99). VSIIX return over 5 years is better than : 48.55 vs. CUURX (27.75).
| 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 | 2.734 | 11.504 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 63B | 2% |
| Annual Yield % from dividends | 0.69 | 2.02 | 34% |
| Returns for 1 year | 2.99 | 11.43 | 26% |
| Returns for 3 years | 3.31 | 14.74 | 22% |
| Returns for 5 years | 27.75 | 48.55 | 57% |
| Returns for 10 years | 18.19 | 96.18 | 19% |
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