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CSVRX vs VSIIX
CSVRX vs VSIIX Comparison
Open Charts CSVRX vs VSIIX
Columbia Small Cap Value I R
Price$41.00
Change-$0.80 (-1.91%)
VolumeN/A
Net Assets1.53B
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
CSVRX vs VSIIX Comparison Chart
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CSVRX vs. VSIIX commentary
Jun 16, 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 Buy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. CSVRX (1.53B). VSIIX pays higher dividends than CSVRX: VSIIX (2.24) vs CSVRX (0.34). 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: 79.00 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 : 3.81 vs. CSVRX (-1.98). VSIIX return over 5 years is better than : 80.64 vs. CSVRX (45.47).
| 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 | -4.828 | -4.316 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 54B | 3% |
| Annual Yield % from dividends | 0.34 | 2.24 | 15% |
| Returns for 1 year | -1.98 | 3.81 | -52% |
| Returns for 3 years | 8.60 | 26.18 | 33% |
| Returns for 5 years | 45.47 | 80.64 | 56% |
| Returns for 10 years | -5.97 | 80.51 | -7% |
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