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CSVRX vs VSCAX
CSVRX vs VSCAX Comparison
Open Charts CSVRX vs VSCAX
Columbia Small Cap Value Discv R
Price$45.31
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets1.82B
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
CSVRX vs VSCAX Comparison Chart in %
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CSVRX vs. VSCAX commentary
Oct 19, 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 CSVRX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. CSVRX (1.82B). CSVRX pays higher dividends than VSCAX: CSVRX (0.64) vs VSCAX (0.32). CSVRX was incepted earlier than VSCAX: CSVRX (15 years) vs VSCAX (26 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). CSVRX annual gain was more profitable for investors over the last year : 3.69 vs. VSCAX (2.33). VSCAX return over 5 years is better than : 106.26 vs. CSVRX (44.09).
| 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 | 26 years | - |
| Gain YTD | 5.574 | 8.932 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 7.51B | 24% |
| Annual Yield % from dividends | 0.64 | 0.32 | 201% |
| Returns for 1 year | 3.69 | 2.33 | 158% |
| Returns for 3 years | 26.45 | 49.64 | 53% |
| Returns for 5 years | 44.09 | 106.26 | 41% |
| Returns for 10 years | 9.32 | 39.02 | 24% |
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