Interact to see
Advertisement
Advertisement
CUURX vs VSIIX
CUURX vs VSIIX Comparison
Open Charts CUURX vs VSIIX
Columbia Small Cap Value I Inst2
Price$51.27
Change-$0.99 (-1.89%)
VolumeN/A
Net Assets1.53B
Vanguard Small Cap Value Index I
Price$45.48
Change-$0.74 (-1.60%)
VolumeN/A
Net Assets54.02B
CUURX vs VSIIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CUURX vs. VSIIX commentary
Jun 15, 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 CUURX is a Buy and VSIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 54B vs. CUURX (1.53B). VSIIX pays higher dividends than CUURX: VSIIX (2.24) vs CUURX (0.68). CUURX was incepted earlier than VSIIX: CUURX (13 years) vs VSIIX (26 years). CUURX (0.91) is less costly to investors than VSIIX (0.06). CUURX is a more actively managed with annual turnover of: 79.00 vs. VSIIX (16.00). CUURX has a lower initial minimum investment than VSIIX: CUURX (0) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 3.81 vs. CUURX (-0.19). VSIIX return over 5 years is better than : 80.64 vs. CUURX (57.70).
| CUURX | VSIIX | CUURX / VSIIX | |
| Total Expense Ratio | 0.87 | 0.06 | 1,450% |
| Annual Report Gross Expense Ratio | 0.91 | 0.06 | 1,517% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | -4.561 | -4.316 | 106% |
| 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 | 0.68 | 2.24 | 30% |
| Returns for 1 year | -0.19 | 3.81 | -5% |
| Returns for 3 years | 14.59 | 26.18 | 56% |
| Returns for 5 years | 57.70 | 80.64 | 72% |
| Returns for 10 years | 9.96 | 80.51 | 12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement