Ad is loading...
CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Small Cap Value II R
Price$13.84
Change+$0.14 (+1.02%)
VolumeN/A
Net Assets949.41M
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
CCTRX vs DFSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CCTRX vs. DFSVX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. CCTRX (949M). 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 : 17.34 vs. CCTRX (-7.67). DFSVX return over 5 years is better than : 64.95 vs. CCTRX (1.45).
| 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 | 3.438 | 4.082 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 949M | 16.9B | 6% |
| Annual Yield % from dividends | 1.07 | 1.44 | 74% |
| Returns for 1 year | -7.67 | 17.34 | -44% |
| Returns for 3 years | -18.90 | 23.52 | -80% |
| Returns for 5 years | 1.45 | 64.95 | 2% |
| Returns for 10 years | -16.05 | 57.14 | -28% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ECNS | 25.66 | 0.57 | +2.27% |
| iShares MSCI China Small-Cap ETF | |||
| RSPN | 52.70 | 0.59 | +1.13% |
| Invesco S&P 500® Equal Wt Indls ETF | |||
| GAUG | 35.87 | 0.08 | +0.23% |
| FT Vest U.S. Eq Mod Buffr ETF - Aug | |||
| BOXX | 110.72 | 0.02 | +0.02% |
| Alpha Architect 1-3 Month Box ETF | |||
| GFOF | 27.69 | N/A | N/A |
| Grayscale Future of Finance ETF | |||