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CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Small Cap Value II R
Price$12.57
Change-$0.24 (-1.87%)
VolumeN/A
Net Assets853.36M
DFA US Small Cap Value I
Price$45.18
Change-$0.95 (-2.06%)
VolumeN/A
Net Assets15.34B
CCTRX vs DFSVX Comparison Chart
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CCTRX vs. DFSVX commentary
Mar 05, 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: 15.3B vs. CCTRX (853M). 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 : 2.19 vs. CCTRX (-19.83). DFSVX return over 5 years is better than : 69.54 vs. CCTRX (2.36).
| 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 | -6.054 | -6.865 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 853M | 15.3B | 6% |
| Annual Yield % from dividends | 1.07 | 1.44 | 74% |
| Returns for 1 year | -19.83 | 2.19 | -905% |
| Returns for 3 years | -27.50 | 9.05 | -304% |
| Returns for 5 years | 2.36 | 69.54 | 3% |
| Returns for 10 years | -24.99 | 36.41 | -69% |
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