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CSVRX vs VISVX
CSVRX vs VISVX Comparison
Open Charts CSVRX vs VISVX
Columbia Small Cap Value I R
Price$42.71
Change+$0.24 (+0.57%)
VolumeN/A
Net Assets1.63B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
CSVRX vs VISVX Comparison Chart in %
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CSVRX vs. VISVX commentary
Jul 07, 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: 54B vs. CSVRX (1.63B). 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: 79.00 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 : 11.64 vs. CSVRX (7.73). VISVX return over 5 years is better than : 94.00 vs. CSVRX (54.40).
| 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 | -0.484 | 2.024 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 54B | 3% |
| Annual Yield % from dividends | 0.71 | 1.99 | 36% |
| Returns for 1 year | 7.73 | 11.64 | 66% |
| Returns for 3 years | 22.12 | 34.76 | 64% |
| Returns for 5 years | 54.40 | 94.00 | 58% |
| Returns for 10 years | 0.42 | 96.11 | 0% |
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