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CSPYX vs VRTIX
CSPYX vs VRTIX Comparison
Open Charts CSPYX vs VRTIX
Columbia Small Cap Index Inst3
Price$21.10
Change+$0.08 (+0.38%)
VolumeN/A
Net Assets2.49B
Vanguard Russell 2000 Index I
Price$390.71
Change+$1.07 (+0.27%)
VolumeN/A
Net Assets14.25B
CSPYX vs VRTIX Comparison Chart in %
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CSPYX vs. VRTIX commentary
Dec 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 CSPYX is a Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. CSPYX (2.49B). CSPYX pays higher dividends than VRTIX: CSPYX (1.41) vs VRTIX (1.17). CSPYX was incepted earlier than VRTIX: CSPYX (9 years) vs VRTIX (15 years). CSPYX (0.20) is less costly to investors than VRTIX (0.07). CSPYX is a more actively managed with annual turnover of: 23.00 vs. VRTIX (14.00). CSPYX has a lower initial minimum investment than VRTIX: CSPYX (1000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 13.07 vs. CSPYX (-5.30). VRTIX return over 5 years is better than : 29.26 vs. CSPYX (-9.58).
| CSPYX | VRTIX | CSPYX / VRTIX | |
| Total Expense Ratio | 0.20 | 0.07 | 286% |
| Annual Report Gross Expense Ratio | 0.20 | 0.07 | 286% |
| Fund Existence | 9 years | 15 years | - |
| Gain YTD | -4.047 | 14.503 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.49B | 14.3B | 17% |
| Annual Yield % from dividends | 1.41 | 1.17 | 120% |
| Returns for 1 year | -5.30 | 13.07 | -41% |
| Returns for 3 years | 0.61 | 46.54 | 1% |
| Returns for 5 years | -9.58 | 29.26 | -33% |
| Returns for 10 years | N/A | 130.53 | - |
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