Interact to see
Advertisement
Advertisement
CSVYX vs VISVX
CSVYX vs VISVX Comparison
Open Charts CSVYX vs VISVX
Columbia Small Cap Value I Inst3
Price$51.72
Change+$0.29 (+0.56%)
VolumeN/A
Net Assets1.63B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
CSVYX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSVYX 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 CSVYX is a StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. CSVYX (1.63B). VISVX pays higher dividends than CSVYX: VISVX (1.99) vs CSVYX (1.19). CSVYX was incepted earlier than VISVX: CSVYX (16 years) vs VISVX (27 years). CSVYX (0.86) is less costly to investors than VISVX (0.19). CSVYX is a more actively managed with annual turnover of: 79.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than CSVYX: VISVX (3000) vs CSVYX (1000000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. CSVYX (9.30). VISVX return over 5 years is better than : 94.00 vs. CSVYX (67.39).
| CSVYX | VISVX | CSVYX / VISVX | |
| Total Expense Ratio | 0.82 | 0.19 | 432% |
| Annual Report Gross Expense Ratio | 0.86 | 0.19 | 453% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 0.340 | 2.024 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 54B | 3% |
| Annual Yield % from dividends | 1.19 | 1.99 | 60% |
| Returns for 1 year | 9.30 | 11.64 | 80% |
| Returns for 3 years | 27.84 | 34.76 | 80% |
| Returns for 5 years | 67.39 | 94.00 | 72% |
| Returns for 10 years | 16.27 | 96.11 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers