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CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Sm Cp Val and Inflection R
Price$13.40
Change-$0.19 (-1.40%)
VolumeN/A
Net Assets852.54M
DFA US Small Cap Value I
Price$50.18
Change-$0.66 (-1.30%)
VolumeN/A
Net Assets16.53B
CCTRX vs DFSVX Comparison Chart in %
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CCTRX vs. DFSVX commentary
Oct 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. CCTRX (853M). DFSVX pays higher dividends than CCTRX: DFSVX (1.66) vs CCTRX (0.93). 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 : 6.58 vs. CCTRX (-8.57). DFSVX return over 5 years is better than : 84.66 vs. CCTRX (7.68).
| 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 | 1.570 | 4.858 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 853M | 16.5B | 5% |
| Annual Yield % from dividends | 0.93 | 1.66 | 56% |
| Returns for 1 year | -8.57 | 6.58 | -130% |
| Returns for 3 years | -3.21 | 37.50 | -9% |
| Returns for 5 years | 7.68 | 84.66 | 9% |
| Returns for 10 years | -17.37 | 58.69 | -30% |
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