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COVAX vs DFFVX
COVAX vs DFFVX Comparison
Open Charts COVAX vs DFFVX
Columbia Small Cap Value II A
Price$12.76
Change+$0.23 (+1.84%)
VolumeN/A
Net Assets797.37M
DFA US Targeted Value I
Price$31.57
Change+$0.70 (+2.27%)
VolumeN/A
Net Assets11.98B
COVAX vs DFFVX Comparison Chart
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COVAX vs. DFFVX commentary
May 09, 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 COVAX is a Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12B vs. COVAX (797M). COVAX (1.74) and DFFVX (1.71) have matching dividends . COVAX was incepted earlier than DFFVX: COVAX (23 years) vs DFFVX (25 years). COVAX (1.36) is less costly to investors than DFFVX (0.30). COVAX is a more actively managed with annual turnover of: 88.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than COVAX: DFFVX (0) vs COVAX (2000). DFFVX annual gain was more profitable for investors over the last year : -1.46 vs. COVAX (-24.61). DFFVX return over 5 years is better than : 105.40 vs. COVAX (16.59).
| COVAX | DFFVX | COVAX / DFFVX | |
| Total Expense Ratio | 1.21 | 0.29 | 417% |
| Annual Report Gross Expense Ratio | 1.36 | 0.30 | 453% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -9.986 | -7.744 | 129% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 12B | 7% |
| Annual Yield % from dividends | 1.74 | 1.71 | 102% |
| Returns for 1 year | -24.61 | -1.46 | 1,683% |
| Returns for 3 years | -21.29 | 17.38 | -122% |
| Returns for 5 years | 16.59 | 105.40 | 16% |
| Returns for 10 years | -27.58 | 45.11 | -61% |
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