CSVRX
Price
$45.20
Change
+$0.53 (+1.19%)
Updated
Sep 4 closing price
Net Assets
1.8B
VSIIX
Price
$50.65
Change
+$0.21 (+0.42%)
Updated
Sep 5 closing price
Net Assets
59.22B
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CSVRX vs VSIIX

Header iconCSVRX vs VSIIX Comparison
Open Charts CSVRX vs VSIIXBanner chart's image
Columbia Small Cap Value Discv R
Price$45.20
Change+$0.53 (+1.19%)
VolumeN/A
Net Assets1.8B
Vanguard Small Cap Value Index I
Price$50.65
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
CSVRX vs VSIIX Comparison Chart in %
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VS
CSVRX vs. VSIIX commentary
Sep 09, 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 Buy.

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FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 59.2B vs. CSVRX (1.8B). VSIIX pays higher dividends than CSVRX: VSIIX (1.98) vs CSVRX (0.65). 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). CSVRX annual gain was more profitable for investors over the last year : 11.21 vs. VSIIX (10.21). VSIIX return over 5 years is better than : 86.40 vs. CSVRX (48.37).
CSVRXVSIIXCSVRX / VSIIX
Total Expense Ratio1.450.062,417%
Annual Report Gross Expense Ratio1.500.062,500%
Fund Existence15 years26 years-
Gain YTD6.0176.69590%
Front LoadN/AN/A-
Min. Initial Investment05000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.8B59.2B3%
Annual Yield % from dividends0.651.9833%
Returns for 1 year11.2110.21110%
Returns for 3 years26.3836.6772%
Returns for 5 years48.3786.4056%
Returns for 10 years13.78117.8712%
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