Ad is loading...
CUURX vs VSIIX
CUURX vs VSIIX Comparison
Open Charts CUURX vs VSIIX
Columbia Small Cap Value I Inst2
Price$55.75
Change+$0.30 (+0.54%)
VolumeN/A
Net Assets1.73B
Vanguard Small Cap Value Index I
Price$49.61
Change+$0.06 (+0.12%)
VolumeN/A
Net Assets58.32B
CUURX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CUURX vs. VSIIX commentary
Jan 24, 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: 58.3B vs. CUURX (1.73B). 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 : 18.16 vs. CUURX (11.29). VSIIX return over 5 years is better than : 54.71 vs. CUURX (38.16).
| 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 | 3.779 | 4.201 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 58.3B | 3% |
| Annual Yield % from dividends | 0.69 | 2.02 | 34% |
| Returns for 1 year | 11.29 | 18.16 | 62% |
| Returns for 3 years | 11.17 | 22.62 | 49% |
| Returns for 5 years | 38.16 | 54.71 | 70% |
| Returns for 10 years | 27.12 | 105.73 | 26% |