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CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Small Cap Value II R
Price$12.55
Change-$0.04 (-0.32%)
VolumeN/A
Net Assets840.77M
DFA US Small Cap Value I
Price$47.02
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets15.5B
CCTRX vs DFSVX Comparison Chart in %
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CCTRX vs. DFSVX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.5B vs. CCTRX (841M). DFSVX pays higher dividends than CCTRX: DFSVX (1.64) vs CCTRX (1.00). CCTRX was incepted earlier than DFSVX: CCTRX (20 years) vs DFSVX (32 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 : 5.03 vs. CCTRX (-10.46). DFSVX return over 5 years is better than : 77.68 vs. CCTRX (3.42).
| 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 | 32 years | - |
| Gain YTD | -5.904 | -2.219 | 266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 841M | 15.5B | 5% |
| Annual Yield % from dividends | 1.00 | 1.64 | 61% |
| Returns for 1 year | -10.46 | 5.03 | -208% |
| Returns for 3 years | -19.68 | 18.40 | -107% |
| Returns for 5 years | 3.42 | 77.68 | 4% |
| Returns for 10 years | -25.30 | 47.02 | -54% |
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