CCTRX
Price
$13.28
Change
-$0.57 (-4.12%)
Updated
Dec 18 closing price
DFSVX
Price
$48.18
Change
-$1.97 (-3.93%)
Updated
Dec 18 closing price
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CCTRX vs DFSVX

Header iconCCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVXBanner chart's image
Columbia Small Cap Value II R
Price$13.28
Change-$0.57 (-4.12%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
CCTRX vs DFSVX Comparison Chart
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VS
CCTRX vs. DFSVX commentary
Dec 19, 2024

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 Buy.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. CCTRX (985M). 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 : 15.68 vs. CCTRX (-9.80). DFSVX return over 5 years is better than : 52.30 vs. CCTRX (-2.84).
CCTRXDFSVXCCTRX / DFSVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence19 years32 years-
Gain YTD-11.50413.283-87%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets985M16.9B6%
Annual Yield % from dividends1.071.4474%
Returns for 1 year-9.8015.68-63%
Returns for 3 years-19.8924.57-81%
Returns for 5 years-2.8452.30-5%
Returns for 10 years-16.5352.91-31%
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