Ad is loading...
CVVRX vs VSIIX
CVVRX vs VSIIX Comparison
Open Charts CVVRX vs VSIIX
Columbia Small Cap Value I Adv
Price$53.14
Change-$0.76 (-1.41%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CVVRX vs VSIIX Comparison Chart
Loading...
CVVRX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. CVVRX (1.55B). VSIIX pays higher dividends than CVVRX: VSIIX (2.02) vs CVVRX (0.62). CVVRX was incepted earlier than VSIIX: CVVRX (12 years) vs VSIIX (25 years). CVVRX is a more actively managed with annual turnover of: 72.00 vs. VSIIX (16.00). CVVRX has a lower initial minimum investment than VSIIX: CVVRX (2000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 24.93 vs. CVVRX (9.42). VSIIX return over 5 years is better than : 58.50 vs. CVVRX (34.40).
| CVVRX | VSIIX | CVVRX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 1.415 | 12.339 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 57.3B | 3% |
| Annual Yield % from dividends | 0.62 | 2.02 | 30% |
| Returns for 1 year | 9.42 | 24.93 | 38% |
| Returns for 3 years | -1.86 | 22.14 | -8% |
| Returns for 5 years | 34.40 | 58.50 | 59% |
| Returns for 10 years | 3.09 | 109.09 | 3% |