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CSVRX vs VSIIX
CSVRX vs VSIIX Comparison
Open Charts CSVRX vs VSIIX
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$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
CSVRX vs VSIIX Comparison Chart in %
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CSVRX vs. VSIIX 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 VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. CSVRX (1.63B). 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: 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 : 11.69 vs. CSVRX (7.73). VSIIX return over 5 years is better than : 94.15 vs. CSVRX (54.40).
| 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 | -0.484 | 2.040 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 54B | 3% |
| Annual Yield % from dividends | 0.71 | 2.12 | 33% |
| Returns for 1 year | 7.73 | 11.69 | 66% |
| Returns for 3 years | 22.12 | 34.90 | 63% |
| Returns for 5 years | 54.40 | 94.15 | 58% |
| Returns for 10 years | 0.42 | 96.60 | 0% |
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