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$56.72
Change+$1.42 (+2.57%)
VolumeN/A
Net Assets2.06B
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
CSVYX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSVYX 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 CSVYX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. CSVYX (2.06B). CSVYX pays higher dividends than VSCAX: CSVYX (1.97) vs VSCAX (0.23). CSVYX was incepted earlier than VSCAX: CSVYX (17 years) vs VSCAX (27 years). VSCAX (1.10) is less costly to investors than CSVYX (0.84). 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 : 18.26 vs. CSVYX (10.29). VSCAX return over 5 years is better than : 68.92 vs. CSVYX (21.67).
| CSVYX | VSCAX | CSVYX / VSCAX | |
| Total Expense Ratio | 0.81 | 1.10 | 74% |
| Annual Report Gross Expense Ratio | 0.84 | 1.10 | 76% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 7.100 | 12.643 | 56% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 9.42B | 22% |
| Annual Yield % from dividends | 1.97 | 0.23 | 853% |
| Returns for 1 year | 10.29 | 18.26 | 56% |
| Returns for 3 years | 16.42 | 51.27 | 32% |
| Returns for 5 years | 21.67 | 68.92 | 31% |
| Returns for 10 years | 74.98 | 108.32 | 69% |