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CVQZX vs VVIAX
CVQZX vs VVIAX Comparison
Open Charts CVQZX vs VVIAX
Columbia Disciplined Value Inst
Price$9.50
Change-$0.07 (-0.73%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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CVQZX vs VVIAX Comparison Chart
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CVQZX vs. VVIAX commentary
Sep 21, 2024
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: 183B vs. CVQZX (185M). 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 : 24.02 vs. CVQZX (18.04). VVIAX return over 5 years is better than : 55.46 vs. CVQZX (2.96).
| 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 | 16.137 | 16.303 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 185M | 183B | 0% |
| Annual Yield % from dividends | 1.50 | 2.36 | 64% |
| Returns for 1 year | 18.04 | 24.02 | 75% |
| Returns for 3 years | -10.25 | 28.29 | -36% |
| Returns for 5 years | 2.96 | 55.46 | 5% |
| Returns for 10 years | 6.70 | 114.04 | 6% |