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CSVRX vs VSCAX
CSVRX vs VSCAX Comparison
Open Charts CSVRX vs VSCAX
Columbia Small Cap Value Discv R
Price$45.96
Change+$0.38 (+0.83%)
VolumeN/A
Net Assets2.06B
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
CSVRX vs VSCAX Comparison Chart in %
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CSVRX vs. VSCAX commentary
Feb 04, 2026
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 CSVRX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. CSVRX (2.06B). CSVRX pays higher dividends than VSCAX: CSVRX (1.76) vs VSCAX (0.23). CSVRX was incepted earlier than VSCAX: CSVRX (15 years) vs VSCAX (27 years). CSVRX (1.48) is less costly to investors than VSCAX (1.10). CSVRX is a more actively managed with annual turnover of: 72.00 vs. VSCAX (52.00). CSVRX has a lower initial minimum investment than VSCAX: CSVRX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 18.26 vs. CSVRX (7.32). VSCAX return over 5 years is better than : 68.92 vs. CSVRX (10.11).
| CSVRX | VSCAX | CSVRX / VSCAX | |
| Total Expense Ratio | 1.45 | 1.10 | 132% |
| Annual Report Gross Expense Ratio | 1.48 | 1.10 | 135% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 7.033 | 12.643 | 56% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 9.42B | 22% |
| Annual Yield % from dividends | 1.76 | 0.23 | 762% |
| Returns for 1 year | 7.32 | 18.26 | 40% |
| Returns for 3 years | 9.42 | 51.27 | 18% |
| Returns for 5 years | 10.11 | 68.92 | 15% |
| Returns for 10 years | 49.25 | 108.32 | 45% |
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