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CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Small Cap Value II R
Price$12.25
Change+$0.22 (+1.83%)
VolumeN/A
Net Assets797.37M
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
CCTRX vs DFSVX Comparison Chart
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CCTRX vs. DFSVX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. CCTRX (797M). DFSVX pays higher dividends than CCTRX: DFSVX (1.75) vs CCTRX (1.51). CCTRX was incepted earlier than DFSVX: CCTRX (19 years) vs DFSVX (32 years). CCTRX (1.61) is less costly to investors than DFSVX (0.31). CCTRX is a more actively managed with annual turnover of: 88.00 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 : -5.35 vs. CCTRX (-25.95). DFSVX return over 5 years is better than : 87.98 vs. CCTRX (13.03).
| CCTRX | DFSVX | CCTRX / DFSVX | |
| Total Expense Ratio | 1.46 | 0.31 | 471% |
| Annual Report Gross Expense Ratio | 1.61 | 0.31 | 519% |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | -10.389 | -11.305 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 14.2B | 6% |
| Annual Yield % from dividends | 1.51 | 1.75 | 87% |
| Returns for 1 year | -25.95 | -5.35 | 485% |
| Returns for 3 years | -26.03 | 7.50 | -347% |
| Returns for 5 years | 13.03 | 87.98 | 15% |
| Returns for 10 years | -30.62 | 25.81 | -119% |
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