Ad is loading...
CLURX vs DFSVX
CLURX vs DFSVX Comparison
Open Charts CLURX vs DFSVX
Columbia Small Cap Value II Adv
Price$16.83
Change-$0.19 (-1.12%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CLURX vs DFSVX Comparison Chart
Loading...
CLURX vs. DFSVX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. CLURX (1.03B). 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 : 22.84 vs. CLURX (7.29). DFSVX return over 5 years is better than : 55.21 vs. CLURX (15.85).
| 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 | -2.383 | 8.788 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 16.7B | 6% |
| Annual Yield % from dividends | 1.42 | 1.44 | 98% |
| Returns for 1 year | 7.29 | 22.84 | 32% |
| Returns for 3 years | -11.95 | 17.09 | -70% |
| Returns for 5 years | 15.85 | 55.21 | 29% |
| Returns for 10 years | -3.36 | 44.49 | -8% |
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 % |
| FGDL | 35.07 | 0.42 | +1.22% |
| Franklin Responsibly Sourced Gold ETF | |||
| QID | 37.56 | 0.20 | +0.54% |
| ProShares UltraShort QQQ | |||
| IGSB | 52.69 | 0.04 | +0.08% |
| iShares 1-5 Year invmt Grd Corp Bd ETF | |||
| AGGY | 45.04 | 0.03 | +0.07% |
| WisdomTree Yield Enhanced US Aggt Bd ETF | |||
| MARZ | 31.99 | -0.05 | -0.15% |
| TrueShares Structured Outcome March ETF | |||