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CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Sm Cp Val and Inflection R
Price$13.47
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets885.61M
DFA US Small Cap Value I
Price$50.73
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets16.61B
CCTRX vs DFSVX Comparison Chart in %
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CCTRX vs. DFSVX commentary
Sep 18, 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: 16.6B vs. CCTRX (886M). DFSVX pays higher dividends than CCTRX: DFSVX (1.52) 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 : 7.37 vs. CCTRX (-9.23). DFSVX return over 5 years is better than : 96.11 vs. CCTRX (14.18).
| 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 | 0.897 | 5.496 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 886M | 16.6B | 5% |
| Annual Yield % from dividends | 0.94 | 1.52 | 62% |
| Returns for 1 year | -9.23 | 7.37 | -125% |
| Returns for 3 years | -9.37 | 33.82 | -28% |
| Returns for 5 years | 14.18 | 96.11 | 15% |
| Returns for 10 years | -15.88 | 65.11 | -24% |
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