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CUURX vs VSCAX
CUURX vs VSCAX Comparison
Open Charts CUURX vs VSCAX
Columbia Small Cap Value Discv Inst 2
Price$57.04
Change-$0.12 (-0.21%)
VolumeN/A
Net Assets1.82B
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
CUURX vs VSCAX Comparison Chart in %
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CUURX 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 CUURX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. CUURX (1.82B). CUURX pays higher dividends than VSCAX: CUURX (0.99) vs VSCAX (0.32). CUURX was incepted earlier than VSCAX: CUURX (13 years) vs VSCAX (26 years). VSCAX (1.10) is less costly to investors than CUURX (0.89). CUURX is a more actively managed with annual turnover of: 72.00 vs. VSCAX (52.00). CUURX has a lower initial minimum investment than VSCAX: CUURX (0) vs VSCAX (1000). CUURX annual gain was more profitable for investors over the last year : 5.28 vs. VSCAX (2.33). VSCAX return over 5 years is better than : 106.26 vs. CUURX (57.34).
| CUURX | VSCAX | CUURX / VSCAX | |
| Total Expense Ratio | 0.85 | 1.10 | 77% |
| Annual Report Gross Expense Ratio | 0.89 | 1.10 | 81% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 6.691 | 8.932 | 75% |
| 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 | 0.99 | 0.32 | 313% |
| Returns for 1 year | 5.28 | 2.33 | 227% |
| Returns for 3 years | 32.85 | 49.64 | 66% |
| Returns for 5 years | 57.34 | 106.26 | 54% |
| Returns for 10 years | 28.54 | 39.02 | 73% |
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