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COVAX vs DFSVX
COVAX vs DFSVX Comparison
Open Charts COVAX vs DFSVX
Columbia Small Cap Value II A
Price$12.76
Change+$0.23 (+1.84%)
VolumeN/A
Net Assets797.37M
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
COVAX vs DFSVX Comparison Chart
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COVAX vs. DFSVX 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. COVAX (797M). DFSVX (1.75) and COVAX (1.74) have matching dividends . COVAX was incepted earlier than DFSVX: COVAX (23 years) vs DFSVX (32 years). COVAX (1.36) is less costly to investors than DFSVX (0.31). COVAX is a more actively managed with annual turnover of: 88.00 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 : -3.50 vs. COVAX (-24.61). DFSVX return over 5 years is better than : 92.33 vs. COVAX (16.59).
| 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 | 32 years | - |
| Gain YTD | -9.986 | -9.256 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 797M | 14.2B | 6% |
| Annual Yield % from dividends | 1.74 | 1.75 | 99% |
| Returns for 1 year | -24.61 | -3.50 | 703% |
| Returns for 3 years | -21.29 | 13.02 | -164% |
| Returns for 5 years | 16.59 | 92.33 | 18% |
| Returns for 10 years | -27.58 | 28.50 | -97% |
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