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CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
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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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).
| 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 | -11.504 | 13.283 | -87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 985M | 16.9B | 6% |
| Annual Yield % from dividends | 1.07 | 1.44 | 74% |
| Returns for 1 year | -9.80 | 15.68 | -63% |
| Returns for 3 years | -19.89 | 24.57 | -81% |
| Returns for 5 years | -2.84 | 52.30 | -5% |
| Returns for 10 years | -16.53 | 52.91 | -31% |
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