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CCTRX vs DFFVX
CCTRX vs DFFVX Comparison
Open Charts CCTRX vs DFFVX
Columbia Small Cap Value II R
Price$12.69
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets863.36M
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.39B
CCTRX vs DFFVX Comparison Chart in %
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CCTRX vs. DFFVX commentary
Jul 06, 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: 13.4B vs. CCTRX (863M). DFFVX pays higher dividends than CCTRX: DFFVX (1.63) vs CCTRX (1.01). 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: 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 : 11.79 vs. CCTRX (-7.93). DFFVX return over 5 years is better than : 116.56 vs. CCTRX (14.99).
| 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 | -5.157 | 2.331 | -221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 13.4B | 6% |
| Annual Yield % from dividends | 1.01 | 1.63 | 62% |
| Returns for 1 year | -7.93 | 11.79 | -67% |
| Returns for 3 years | -12.64 | 37.51 | -34% |
| Returns for 5 years | 14.99 | 116.56 | 13% |
| Returns for 10 years | -26.03 | 62.84 | -41% |
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