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CSVRX vs VISVX
CSVRX vs VISVX Comparison
Open Charts CSVRX vs VISVX
Columbia Small Cap Value I R
Price$42.80
Change+$0.25 (+0.59%)
VolumeN/A
Net Assets1.7B
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
CSVRX vs VISVX Comparison Chart in %
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CSVRX vs. VISVX commentary
Jul 27, 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 CSVRX is a StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. CSVRX (1.7B). VISVX pays higher dividends than CSVRX: VISVX (1.99) vs CSVRX (0.71). CSVRX was incepted earlier than VISVX: CSVRX (15 years) vs VISVX (27 years). CSVRX (1.50) is less costly to investors than VISVX (0.19). CSVRX is a more actively managed with annual turnover of: 72.00 vs. VISVX (16.00). CSVRX has a lower initial minimum investment than VISVX: CSVRX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 5.54 vs. CSVRX (0.25). VISVX return over 5 years is better than : 88.78 vs. CSVRX (49.54).
| CSVRX | VISVX | CSVRX / VISVX | |
| Total Expense Ratio | 1.45 | 0.19 | 763% |
| Annual Report Gross Expense Ratio | 1.50 | 0.19 | 789% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | -0.274 | 2.868 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 55.6B | 3% |
| Annual Yield % from dividends | 0.71 | 1.99 | 36% |
| Returns for 1 year | 0.25 | 5.54 | 5% |
| Returns for 3 years | 18.11 | 30.99 | 58% |
| Returns for 5 years | 49.54 | 88.78 | 56% |
| Returns for 10 years | 3.88 | 102.36 | 4% |
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