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COVAX vs DFSVX
COVAX vs DFSVX Comparison
Open Charts COVAX vs DFSVX
Columbia Sm Cp Val and Inflection A
Price$14.07
Change+$0.07 (+0.50%)
VolumeN/A
Net Assets839.98M
DFA US Small Cap Value I
Price$50.42
Change+$0.24 (+0.48%)
VolumeN/A
Net Assets16.31B
COVAX vs DFSVX Comparison Chart in %
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COVAX vs. DFSVX commentary
Oct 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. COVAX (840M). DFSVX pays higher dividends than COVAX: DFSVX (1.66) vs COVAX (1.12). COVAX was incepted earlier than DFSVX: COVAX (23 years) vs DFSVX (33 years). COVAX (1.36) is less costly to investors than DFSVX (0.31). COVAX is a more actively managed with annual turnover of: 70.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than COVAX: DFSVX (0) vs COVAX (2000). DFSVX annual gain was more profitable for investors over the last year : 7.51 vs. COVAX (-9.03). DFSVX return over 5 years is better than : 85.41 vs. COVAX (9.03).
| COVAX | DFSVX | COVAX / DFSVX | |
| Total Expense Ratio | 1.21 | 0.31 | 390% |
| Annual Report Gross Expense Ratio | 1.36 | 0.31 | 439% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | 0.575 | 5.359 | 11% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 840M | 16.3B | 5% |
| Annual Yield % from dividends | 1.12 | 1.66 | 67% |
| Returns for 1 year | -9.03 | 7.51 | -120% |
| Returns for 3 years | -2.54 | 38.16 | -7% |
| Returns for 5 years | 9.03 | 85.41 | 11% |
| Returns for 10 years | -14.92 | 59.45 | -25% |
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