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CVVRX vs VSIAX
CVVRX vs VSIAX Comparison
Open Charts CVVRX vs VSIAX
Columbia Small Cap Value I Adv
Price$53.14
Change-$0.76 (-1.41%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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CVVRX vs VSIAX Comparison Chart
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CVVRX vs. VSIAX 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 CVVRX is a StrongSell and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. CVVRX (1.55B). VSIAX pays higher dividends than CVVRX: VSIAX (2.01) vs CVVRX (0.62). CVVRX was incepted earlier than VSIAX: CVVRX (12 years) vs VSIAX (13 years). CVVRX is a more actively managed with annual turnover of: 72.00 vs. VSIAX (16.00). CVVRX has a lower initial minimum investment than VSIAX: CVVRX (2000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 21.77 vs. CVVRX (9.42). VSIAX return over 5 years is better than : 55.85 vs. CVVRX (34.40).
| CVVRX | VSIAX | CVVRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 1.415 | 10.460 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 57.3B | 3% |
| Annual Yield % from dividends | 0.62 | 2.01 | 31% |
| Returns for 1 year | 9.42 | 21.77 | 43% |
| Returns for 3 years | -1.86 | 17.82 | -10% |
| Returns for 5 years | 34.40 | 55.85 | 62% |
| Returns for 10 years | 3.09 | 102.73 | 3% |