Ad is loading...
COVAX vs DFSVX
COVAX vs DFSVX Comparison
Open Charts COVAX vs DFSVX
Columbia Small Cap Value II A
Price$12.71
Change-$0.32 (-2.46%)
VolumeN/A
Net Assets832.36M
DFA US Small Cap Value I
Price$44.30
Change-$1.17 (-2.57%)
VolumeN/A
Net Assets15.11B
COVAX vs DFSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
COVAX vs. DFSVX commentary
Mar 11, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.1B vs. COVAX (832M). COVAX pays higher dividends than DFSVX: COVAX (1.60) vs DFSVX (1.51). 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 : 1.80 vs. COVAX (-19.95). DFSVX return over 5 years is better than : 75.27 vs. COVAX (7.88).
| 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 | -6.394 | -6.267 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832M | 15.1B | 6% |
| Annual Yield % from dividends | 1.60 | 1.51 | 106% |
| Returns for 1 year | -19.95 | 1.80 | -1,105% |
| Returns for 3 years | -24.48 | 12.27 | -199% |
| Returns for 5 years | 7.88 | 75.27 | 10% |
| Returns for 10 years | -21.55 | 39.08 | -55% |
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 % |
| KRBN | 28.03 | 0.37 | +1.34% |
| KraneShares Global Carbon ETF | |||
| RSEE | 28.83 | 0.27 | +0.95% |
| Rareview Systematic Equity ETF | |||
| EQL | 127.68 | 1.03 | +0.81% |
| ALPS Equal Sector Weight ETF | |||
| ESIX | 29.31 | 0.15 | +0.52% |
| SPDR S&P SmallCap 600 ESG ETF | |||
| ETY | 14.84 | -0.05 | -0.34% |
| Eaton Vance Tax-Managed Diversified Equity Income Fund | |||