Interact to see
Advertisement
Advertisement
CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Sm Cp Val and Inflection R
Price$12.90
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets791.33M
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
CCTRX vs DFSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CCTRX vs. DFSVX commentary
Nov 20, 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. CCTRX (791M). DFSVX pays higher dividends than CCTRX: DFSVX (1.69) vs CCTRX (0.94). 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 : -3.00 vs. CCTRX (-18.46). DFSVX return over 5 years is better than : 61.32 vs. CCTRX (-8.49).
| 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 | -3.438 | 1.159 | -297% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 791M | 15.7B | 5% |
| Annual Yield % from dividends | 0.94 | 1.69 | 56% |
| Returns for 1 year | -18.46 | -3.00 | 616% |
| Returns for 3 years | -17.26 | 17.38 | -99% |
| Returns for 5 years | -8.49 | 61.32 | -14% |
| Returns for 10 years | -22.72 | 53.46 | -43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BZQ | 8.12 | 0.10 | +1.18% |
| ProShares UltraShort MSCI Brazil Capped | |||
| DFNL | 44.60 | 0.03 | +0.06% |
| Davis Select Financial ETF | |||
| PXH | 25.66 | -0.14 | -0.52% |
| Invesco RAFI Emerging Markets ETF | |||
| BIB | 76.39 | -1.52 | -1.95% |
| ProShares Ultra Nasdaq Biotechnology | |||
| BCOR | 26.54 | -0.66 | -2.44% |
| Grayscale Bitcoin Adopters ETF | |||