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CSVYX vs VSIIX
CSVYX vs VSIIX Comparison
Open Charts CSVYX vs VSIIX
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$48.44
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
CSVYX vs VSIIX Comparison Chart in %
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CSVYX 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 CSVYX is a StrongBuy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. CSVYX (1.63B). VSIIX pays higher dividends than CSVYX: VSIIX (2.12) vs CSVYX (1.19). CSVYX was incepted earlier than VSIIX: CSVYX (16 years) vs VSIIX (26 years). CSVYX (0.86) is less costly to investors than VSIIX (0.06). CSVYX is a more actively managed with annual turnover of: 79.00 vs. VSIIX (16.00). CSVYX has a lower initial minimum investment than VSIIX: CSVYX (1000000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 11.69 vs. CSVYX (9.30). VSIIX return over 5 years is better than : 94.15 vs. CSVYX (67.39).
| CSVYX | VSIIX | CSVYX / VSIIX | |
| Total Expense Ratio | 0.82 | 0.06 | 1,367% |
| Annual Report Gross Expense Ratio | 0.86 | 0.06 | 1,433% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 0.340 | 2.040 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 54B | 3% |
| Annual Yield % from dividends | 1.19 | 2.12 | 56% |
| Returns for 1 year | 9.30 | 11.69 | 80% |
| Returns for 3 years | 27.84 | 34.90 | 80% |
| Returns for 5 years | 67.39 | 94.15 | 72% |
| Returns for 10 years | 16.27 | 96.60 | 17% |
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