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CVQZX vs VVIAX
CVQZX vs VVIAX Comparison
Open Charts CVQZX vs VVIAX
Columbia Disciplined Value Inst
Price$8.93
Change+$0.05 (+0.56%)
VolumeN/A
Net Assets183.82M
Vanguard Value Index Adm
Price$69.34
Change+$0.72 (+1.05%)
VolumeN/A
Net Assets183.52B
CVQZX vs VVIAX Comparison Chart
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CVQZX vs. VVIAX commentary
Jan 31, 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 StrongBuy and VVIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. CVQZX (184M). VVIAX pays higher dividends than CVQZX: VVIAX (2.36) vs CVQZX (1.50). CVQZX was incepted earlier than VVIAX: CVQZX (14 years) vs VVIAX (24 years). CVQZX is a more actively managed with annual turnover of: 60.00 vs. VVIAX (10.00). CVQZX has a lower initial minimum investment than VVIAX: CVQZX (2000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 16.69 vs. CVQZX (9.10). VVIAX return over 5 years is better than : 50.85 vs. CVQZX (5.14).
| CVQZX | VVIAX | CVQZX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 4.201 | 3.907 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 184M | 184B | 0% |
| Annual Yield % from dividends | 1.50 | 2.36 | 64% |
| Returns for 1 year | 9.10 | 16.69 | 54% |
| Returns for 3 years | 3.10 | 21.04 | 15% |
| Returns for 5 years | 5.14 | 50.85 | 10% |
| Returns for 10 years | 5.28 | 114.24 | 5% |