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CVQZX vs VVIAX
CVQZX vs VVIAX Comparison
Open Charts CVQZX vs VVIAX
Columbia Disciplined Value Inst
Price$8.25
Change-$0.41 (-4.73%)
VolumeN/A
Net Assets175.85M
Vanguard Value Index Adm
Price$65.10
Change-$2.52 (-3.73%)
VolumeN/A
Net Assets195.24B
CVQZX vs VVIAX Comparison Chart
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CVQZX vs. VVIAX 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 VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 195B vs. CVQZX (176M). VVIAX pays higher dividends than CVQZX: VVIAX (2.26) vs CVQZX (1.59). CVQZX was incepted earlier than VVIAX: CVQZX (15 years) vs VVIAX (24 years). CVQZX (0.96) is less costly to investors than VVIAX (0.05). 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 : 7.67 vs. CVQZX (-4.12). VVIAX return over 5 years is better than : 101.69 vs. CVQZX (39.30).
| CVQZX | VVIAX | CVQZX / VVIAX | |
| Total Expense Ratio | 0.78 | 0.05 | 1,560% |
| Annual Report Gross Expense Ratio | 0.96 | 0.05 | 1,920% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 1.050 | 2.421 | 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 | 2.26 | 70% |
| Returns for 1 year | -4.12 | 7.67 | -54% |
| Returns for 3 years | -1.96 | 17.36 | -11% |
| Returns for 5 years | 39.30 | 101.69 | 39% |
| Returns for 10 years | -0.32 | 106.86 | -0% |