Interact to see
Advertisement
Advertisement
CSVYX vs VSCAX
CSVYX vs VSCAX Comparison
Open Charts CSVYX vs VSCAX
Columbia Small Cap Value Discv Inst 3
Price$54.91
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets1.79B
Invesco Small Cap Value A
Price$25.74
Change+$0.11 (+0.43%)
VolumeN/A
Net Assets7.44B
CSVYX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSVYX vs. VSCAX commentary
Sep 16, 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.44B vs. CSVYX (1.79B). CSVYX pays higher dividends than VSCAX: CSVYX (1.09) vs VSCAX (0.32). CSVYX was incepted earlier than VSCAX: CSVYX (16 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than CSVYX (0.86). CSVYX is a more actively managed with annual turnover of: 72.00 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than CSVYX: VSCAX (1000) vs CSVYX (1000000). VSCAX annual gain was more profitable for investors over the last year : 11.27 vs. CSVYX (10.04). VSCAX return over 5 years is better than : 120.26 vs. CSVYX (61.60).
| CSVYX | VSCAX | CSVYX / VSCAX | |
| Total Expense Ratio | 0.82 | 1.12 | 73% |
| Annual Report Gross Expense Ratio | 0.86 | 1.12 | 77% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 6.471 | 9.017 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 7.44B | 24% |
| Annual Yield % from dividends | 1.09 | 0.32 | 336% |
| Returns for 1 year | 10.04 | 11.27 | 89% |
| Returns for 3 years | 31.35 | 47.88 | 65% |
| Returns for 5 years | 61.60 | 120.26 | 51% |
| Returns for 10 years | 32.13 | 42.33 | 76% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement