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CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Small Cap Value II R
Price$15.95
Change-$0.13 (-0.81%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
CCTRX vs DFSVX Comparison Chart
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CCTRX vs. DFSVX commentary
Nov 18, 2024
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 StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. CCTRX (1.01B). DFSVX pays higher dividends than CCTRX: DFSVX (1.44) vs CCTRX (1.07). CCTRX was incepted earlier than DFSVX: CCTRX (19 years) vs DFSVX (32 years). CCTRX is a more actively managed with annual turnover of: 67.00 vs. DFSVX (25.00). CCTRX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 26.86 vs. CCTRX (9.90). DFSVX return over 5 years is better than : 56.90 vs. CCTRX (12.57).
| CCTRX | DFSVX | CCTRX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | 0.987 | 14.541 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 17.4B | 6% |
| Annual Yield % from dividends | 1.07 | 1.44 | 74% |
| Returns for 1 year | 9.90 | 26.86 | 37% |
| Returns for 3 years | -24.54 | 7.13 | -344% |
| Returns for 5 years | 12.57 | 56.90 | 22% |
| Returns for 10 years | -10.01 | 48.27 | -21% |
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