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CVQZX vs VVIAX
CVQZX vs VVIAX Comparison
Open Charts CVQZX vs VVIAX
Columbia Disciplined Value Inst
Price$8.59
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets168.9M
Vanguard Value Index Adm
Price$65.92
Change-$0.08 (-0.12%)
VolumeN/A
Net Assets183.65B
CVQZX vs VVIAX Comparison Chart
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CVQZX vs. VVIAX commentary
May 25, 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 Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. CVQZX (169M). VVIAX pays higher dividends than CVQZX: VVIAX (2.34) vs CVQZX (1.63). CVQZX was incepted earlier than VVIAX: CVQZX (15 years) vs VVIAX (25 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 (9.00). 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 : 5.52 vs. CVQZX (-2.12). VVIAX return over 5 years is better than : 74.27 vs. CVQZX (20.36).
| 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 | 25 years | - |
| Gain YTD | 0.233 | -0.154 | -152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 184B | 0% |
| Annual Yield % from dividends | 1.63 | 2.34 | 70% |
| Returns for 1 year | -2.12 | 5.52 | -38% |
| Returns for 3 years | 2.90 | 20.90 | 14% |
| Returns for 5 years | 20.36 | 74.27 | 27% |
| Returns for 10 years | -1.83 | 98.21 | -2% |
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