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CCTRX vs DFFVX
CCTRX vs DFFVX Comparison
Open Charts CCTRX vs DFFVX
Columbia Small Cap Value II R
Price$12.55
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets840.77M
DFA US Targeted Value I
Price$33.73
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets12.88B
CCTRX vs DFFVX Comparison Chart in %
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CCTRX vs. DFFVX commentary
Aug 08, 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: 12.9B vs. CCTRX (841M). DFFVX pays higher dividends than CCTRX: DFFVX (1.62) vs CCTRX (1.00). CCTRX was incepted earlier than DFFVX: CCTRX (20 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: 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 : 7.72 vs. CCTRX (-10.46). DFFVX return over 5 years is better than : 88.91 vs. CCTRX (3.42).
| 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 | 25 years | - |
| Gain YTD | -5.904 | -0.958 | 616% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 841M | 12.9B | 7% |
| Annual Yield % from dividends | 1.00 | 1.62 | 62% |
| Returns for 1 year | -10.46 | 7.72 | -135% |
| Returns for 3 years | -19.68 | 23.06 | -85% |
| Returns for 5 years | 3.42 | 88.91 | 4% |
| Returns for 10 years | -25.30 | 62.68 | -40% |
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