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CLURX vs DFSVX
CLURX vs DFSVX Comparison
Open Charts CLURX vs DFSVX
Columbia Small Cap Value II Adv
Price$17.71
Change-$0.15 (-0.84%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
CLURX vs DFSVX Comparison Chart
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CLURX vs. DFSVX commentary
Nov 18, 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 CLURX is a StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. CLURX (1.01B). DFSVX (1.44) and CLURX (1.42) have matching dividends . CLURX was incepted earlier than DFSVX: CLURX (12 years) vs DFSVX (32 years). CLURX is a more actively managed with annual turnover of: 67.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than CLURX: DFSVX (0) vs CLURX (2000). DFSVX annual gain was more profitable for investors over the last year : 26.86 vs. CLURX (12.06). DFSVX return over 5 years is better than : 56.90 vs. CLURX (18.35).
| CLURX | DFSVX | CLURX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 2.722 | 14.541 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 17.4B | 6% |
| Annual Yield % from dividends | 1.42 | 1.44 | 98% |
| Returns for 1 year | 12.06 | 26.86 | 45% |
| Returns for 3 years | -21.15 | 7.13 | -297% |
| Returns for 5 years | 18.35 | 56.90 | 32% |
| Returns for 10 years | -1.84 | 48.27 | -4% |
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