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CVVRX vs VSIIX
CVVRX vs VSIIX Comparison
Open Charts CVVRX vs VSIIX
Columbia Small Cap Value I Adv
Price$56.37
Change-$0.69 (-1.21%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$50.72
Change-$0.63 (-1.23%)
VolumeN/A
CapitalizationN/A
CVVRX vs VSIIX Comparison Chart
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CVVRX vs. VSIIX commentary
Nov 13, 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 StrongBuy and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. CVVRX (1.62B). 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 : 37.62 vs. CVVRX (23.86). VSIIX return over 5 years is better than : 63.69 vs. CVVRX (39.62).
| 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 | 8.231 | 19.302 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 57.6B | 3% |
| Annual Yield % from dividends | 0.62 | 2.02 | 30% |
| Returns for 1 year | 23.86 | 37.62 | 63% |
| Returns for 3 years | -4.60 | 17.14 | -27% |
| Returns for 5 years | 39.62 | 63.69 | 62% |
| Returns for 10 years | 9.44 | 116.16 | 8% |