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CUURX vs VSIIX
CUURX vs VSIIX Comparison
Open Charts CUURX vs VSIIX
Columbia Small Cap Value I Inst2
Price$51.61
Change+$0.68 (+1.34%)
VolumeN/A
Net Assets1.52B
Vanguard Small Cap Value Index I
Price$46.07
Change+$0.56 (+1.23%)
VolumeN/A
Net Assets54.02B
CUURX vs VSIIX Comparison Chart
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CUURX vs. VSIIX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. CUURX (1.52B). VSIIX pays higher dividends than CUURX: VSIIX (2.24) vs CUURX (0.68). CUURX was incepted earlier than VSIIX: CUURX (13 years) vs VSIIX (26 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 : 3.02 vs. CUURX (-2.69). VSIIX return over 5 years is better than : 64.96 vs. CUURX (41.64).
| 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 | 13 years | 26 years | - |
| Gain YTD | -5.194 | -4.253 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 54B | 3% |
| Annual Yield % from dividends | 0.68 | 2.24 | 30% |
| Returns for 1 year | -2.69 | 3.02 | -89% |
| Returns for 3 years | 1.70 | 12.14 | 14% |
| Returns for 5 years | 41.64 | 64.96 | 64% |
| Returns for 10 years | 10.91 | 82.85 | 13% |
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