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CCTRX vs DFFVX
CCTRX vs DFFVX Comparison
Open Charts CCTRX vs DFFVX
Columbia Sm Cp Val and Inflection R
Price$12.90
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets791.33M
DFA US Targeted Value I
Price$34.58
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets13.08B
CCTRX vs DFFVX Comparison Chart in %
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CCTRX vs. DFFVX commentary
Nov 20, 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 CCTRX is a Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.1B vs. CCTRX (791M). DFFVX pays higher dividends than CCTRX: DFFVX (1.72) vs CCTRX (0.94). CCTRX was incepted earlier than DFFVX: CCTRX (20 years) vs DFFVX (26 years). CCTRX (1.61) is less costly to investors than DFFVX (0.30). CCTRX is a more actively managed with annual turnover of: 70.00 vs. DFFVX (7.00). CCTRX (0) and DFFVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : -1.67 vs. CCTRX (-18.46). DFFVX return over 5 years is better than : 68.92 vs. CCTRX (-8.49).
| CCTRX | DFFVX | CCTRX / DFFVX | |
| Total Expense Ratio | 1.46 | 0.29 | 503% |
| Annual Report Gross Expense Ratio | 1.61 | 0.30 | 537% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | -3.438 | 2.050 | -168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 13.1B | 6% |
| Annual Yield % from dividends | 0.94 | 1.72 | 55% |
| Returns for 1 year | -18.46 | -1.67 | 1,103% |
| Returns for 3 years | -17.26 | 22.17 | -78% |
| Returns for 5 years | -8.49 | 68.92 | -12% |
| Returns for 10 years | -22.72 | 69.76 | -33% |
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