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CSVRX vs VSIIX
CSVRX vs VSIIX Comparison
Open Charts CSVRX vs VSIIX
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$48.85
Change+$0.26 (+0.54%)
VolumeN/A
Net Assets55.61B
CSVRX vs VSIIX Comparison Chart in %
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CSVRX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 55.6B vs. CSVRX (1.7B). VSIIX pays higher dividends than CSVRX: VSIIX (2.12) vs CSVRX (0.71). CSVRX was incepted earlier than VSIIX: CSVRX (15 years) vs VSIIX (26 years). CSVRX (1.50) is less costly to investors than VSIIX (0.06). CSVRX is a more actively managed with annual turnover of: 72.00 vs. VSIIX (16.00). CSVRX has a lower initial minimum investment than VSIIX: CSVRX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 5.59 vs. CSVRX (0.25). VSIIX return over 5 years is better than : 89.04 vs. CSVRX (49.54).
| CSVRX | VSIIX | CSVRX / VSIIX | |
| Total Expense Ratio | 1.45 | 0.06 | 2,417% |
| Annual Report Gross Expense Ratio | 1.50 | 0.06 | 2,500% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | -0.274 | 2.903 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 55.6B | 3% |
| Annual Yield % from dividends | 0.71 | 2.12 | 33% |
| Returns for 1 year | 0.25 | 5.59 | 4% |
| Returns for 3 years | 18.11 | 31.09 | 58% |
| Returns for 5 years | 49.54 | 89.04 | 56% |
| Returns for 10 years | 3.88 | 102.89 | 4% |
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