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CUURX vs VSIIX
CUURX vs VSIIX Comparison
Open Charts CUURX vs VSIIX
Columbia Small Cap Value I Inst2
Price$46.79
Change-$3.48 (-6.92%)
VolumeN/A
Net Assets1.55B
Vanguard Small Cap Value Index I
Price$42.50
Change-$3.06 (-6.72%)
VolumeN/A
Net Assets57.63B
CUURX vs VSIIX Comparison Chart
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CUURX vs. VSIIX commentary
Apr 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. CUURX (1.55B). VSIIX pays higher dividends than CUURX: VSIIX (2.28) vs CUURX (0.69). CUURX was incepted earlier than VSIIX: CUURX (12 years) vs VSIIX (25 years). CUURX (0.91) is less costly to investors than VSIIX (0.06). CUURX is a more actively managed with annual turnover of: 79.00 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 : 1.33 vs. CUURX (-6.09). VSIIX return over 5 years is better than : 138.15 vs. CUURX (105.83).
| CUURX | VSIIX | CUURX / VSIIX | |
| Total Expense Ratio | 0.87 | 0.06 | 1,450% |
| Annual Report Gross Expense Ratio | 0.91 | 0.06 | 1,517% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | -7.688 | -4.147 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 57.6B | 3% |
| Annual Yield % from dividends | 0.69 | 2.28 | 30% |
| Returns for 1 year | -6.09 | 1.33 | -459% |
| Returns for 3 years | -3.68 | 9.16 | -40% |
| Returns for 5 years | 105.83 | 138.15 | 77% |
| Returns for 10 years | 6.78 | 80.22 | 8% |