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CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Small Cap Value II R
Price$13.52
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets888.65M
DFA US Small Cap Value I
Price$51.08
Change+$0.40 (+0.79%)
VolumeN/A
Net Assets16.62B
CCTRX vs DFSVX Comparison Chart in %
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CCTRX vs. DFSVX commentary
Aug 29, 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 DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. CCTRX (889M). DFSVX pays higher dividends than CCTRX: DFSVX (1.64) vs CCTRX (1.00). CCTRX was incepted earlier than DFSVX: CCTRX (20 years) vs DFSVX (33 years). CCTRX (1.61) is less costly to investors than DFSVX (0.31). CCTRX is a more actively managed with annual turnover of: 70.00 vs. DFSVX (12.00). CCTRX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 7.35 vs. CCTRX (-9.62). DFSVX return over 5 years is better than : 90.43 vs. CCTRX (9.34).
| CCTRX | DFSVX | CCTRX / DFSVX | |
| Total Expense Ratio | 1.46 | 0.31 | 471% |
| Annual Report Gross Expense Ratio | 1.61 | 0.31 | 519% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 0.598 | 6.224 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 889M | 16.6B | 5% |
| Annual Yield % from dividends | 1.00 | 1.64 | 61% |
| Returns for 1 year | -9.62 | 7.35 | -131% |
| Returns for 3 years | -13.48 | 26.51 | -51% |
| Returns for 5 years | 9.34 | 90.43 | 10% |
| Returns for 10 years | -16.38 | 64.38 | -25% |
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