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CUURX vs VSIIX
CUURX vs VSIIX Comparison
Open Charts CUURX vs VSIIX
Columbia Small Cap Value I Inst2
Price$53.49
Change-$1.35 (-2.46%)
VolumeN/A
Net Assets1.67B
Vanguard Small Cap Value Index I
Price$47.47
Change-$1.09 (-2.24%)
VolumeN/A
Net Assets60.22B
CUURX vs VSIIX Comparison Chart
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CUURX vs. VSIIX commentary
Feb 23, 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 Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 60.2B vs. CUURX (1.67B). 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 : 9.99 vs. CUURX (5.57). VSIIX return over 5 years is better than : 47.63 vs. CUURX (34.28).
| 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 | -0.428 | -0.294 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 60.2B | 3% |
| Annual Yield % from dividends | 0.69 | 2.02 | 34% |
| Returns for 1 year | 5.57 | 9.99 | 56% |
| Returns for 3 years | 7.72 | 17.99 | 43% |
| Returns for 5 years | 34.28 | 47.63 | 72% |
| Returns for 10 years | 17.69 | 90.58 | 20% |