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SSVIX vs VSCAX
SSVIX vs VSCAX Comparison
Open Charts SSVIX vs VSCAX
Columbia Select Small Cap Value Inst2
Price$20.83
Change+$0.22 (+1.07%)
VolumeN/A
Net Assets379M
Invesco Small Cap Value A
Price$23.07
Change+$0.47 (+2.08%)
VolumeN/A
Net Assets6.33B
SSVIX vs VSCAX Comparison Chart
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SSVIX vs. VSCAX commentary
Mar 06, 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 SSVIX is a StrongBuy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.33B vs. SSVIX (379M). SSVIX pays higher dividends than VSCAX: SSVIX (0.80) vs VSCAX (0.48). SSVIX was incepted earlier than VSCAX: SSVIX (23 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. SSVIX (11.00). SSVIX has a lower initial minimum investment than VSCAX: SSVIX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 7.96 vs. SSVIX (-8.45). VSCAX return over 5 years is better than : 109.28 vs. SSVIX (24.84).
| SSVIX | VSCAX | SSVIX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | -6.087 | -1.872 | 325% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 379M | 6.33B | 6% |
| Annual Yield % from dividends | 0.80 | 0.48 | 169% |
| Returns for 1 year | -8.45 | 7.96 | -106% |
| Returns for 3 years | -12.97 | 24.19 | -54% |
| Returns for 5 years | 24.84 | 109.28 | 23% |
| Returns for 10 years | -5.86 | 15.91 | -37% |
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