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CCTRX vs DFFVX
CCTRX vs DFFVX Comparison
Open Charts CCTRX vs DFFVX
Columbia Small Cap Value II R
Price$12.25
Change+$0.22 (+1.83%)
VolumeN/A
Net Assets797.37M
DFA US Targeted Value I
Price$31.57
Change+$0.70 (+2.27%)
VolumeN/A
Net Assets11.98B
CCTRX vs DFFVX Comparison Chart
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CCTRX vs. DFFVX commentary
May 09, 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 Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12B vs. CCTRX (797M). DFFVX pays higher dividends than CCTRX: DFFVX (1.71) vs CCTRX (1.51). CCTRX was incepted earlier than DFFVX: CCTRX (19 years) vs DFFVX (25 years). CCTRX (1.61) is less costly to investors than DFFVX (0.30). CCTRX is a more actively managed with annual turnover of: 88.00 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 : -1.46 vs. CCTRX (-25.48). DFFVX return over 5 years is better than : 105.40 vs. CCTRX (13.40).
| CCTRX | DFFVX | CCTRX / DFFVX | |
| Total Expense Ratio | 1.46 | 0.29 | 503% |
| Annual Report Gross Expense Ratio | 1.61 | 0.30 | 537% |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | -10.090 | -7.744 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 12B | 7% |
| Annual Yield % from dividends | 1.51 | 1.71 | 88% |
| Returns for 1 year | -25.48 | -1.46 | 1,742% |
| Returns for 3 years | -22.87 | 17.38 | -132% |
| Returns for 5 years | 13.40 | 105.40 | 13% |
| Returns for 10 years | -30.51 | 45.11 | -68% |
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