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CVQZX vs VIVAX
CVQZX vs VIVAX Comparison
Open Charts CVQZX vs VIVAX
Columbia Disciplined Value Inst
Price$8.25
Change-$0.41 (-4.73%)
VolumeN/A
Net Assets175.85M
Vanguard Value Index I
Price$65.12
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
CVQZX vs VIVAX Comparison Chart
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CVQZX vs. VIVAX commentary
Apr 05, 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 CVQZX is a Hold and VIVAX is a Hold.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 195B vs. CVQZX (176M). VIVAX pays higher dividends than CVQZX: VIVAX (2.14) vs CVQZX (1.59). CVQZX was incepted earlier than VIVAX: CVQZX (15 years) vs VIVAX (32 years). CVQZX (0.96) is less costly to investors than VIVAX (0.17). CVQZX is a more actively managed with annual turnover of: 60.00 vs. VIVAX (10.00). CVQZX has a lower initial minimum investment than VIVAX: CVQZX (2000) vs VIVAX (3000). VIVAX annual gain was more profitable for investors over the last year : 7.66 vs. CVQZX (-4.12). VIVAX return over 5 years is better than : 101.66 vs. CVQZX (39.30).
| CVQZX | VIVAX | CVQZX / VIVAX | |
| Total Expense Ratio | 0.78 | 0.17 | 459% |
| Annual Report Gross Expense Ratio | 0.96 | 0.17 | 565% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 1.050 | 2.419 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 176M | 195B | 0% |
| Annual Yield % from dividends | 1.59 | 2.14 | 74% |
| Returns for 1 year | -4.12 | 7.66 | -54% |
| Returns for 3 years | -1.96 | 17.34 | -11% |
| Returns for 5 years | 39.30 | 101.66 | 39% |
| Returns for 10 years | -0.32 | 106.90 | -0% |