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CRRRX vs DFSVX
CRRRX vs DFSVX Comparison
Open Charts CRRRX vs DFSVX
Columbia Small Cap Value II Inst2
Price$13.25
Change+$0.25 (+1.92%)
VolumeN/A
Net Assets764.2M
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
CRRRX vs DFSVX Comparison Chart
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CRRRX vs. DFSVX commentary
Apr 25, 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 CRRRX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.9B vs. CRRRX (764M). CRRRX pays higher dividends than DFSVX: CRRRX (1.95) vs DFSVX (1.65). CRRRX was incepted earlier than DFSVX: CRRRX (12 years) vs DFSVX (32 years). CRRRX (0.94) is less costly to investors than DFSVX (0.31). CRRRX is a more actively managed with annual turnover of: 88.00 vs. DFSVX (12.00). CRRRX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : -8.03 vs. CRRRX (-25.80). DFSVX return over 5 years is better than : 95.08 vs. CRRRX (25.11).
| CRRRX | DFSVX | CRRRX / DFSVX | |
| Total Expense Ratio | 0.81 | 0.31 | 261% |
| Annual Report Gross Expense Ratio | 0.94 | 0.31 | 303% |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | -14.768 | -15.444 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 764M | 13.9B | 5% |
| Annual Yield % from dividends | 1.95 | 1.65 | 118% |
| Returns for 1 year | -25.80 | -8.03 | 321% |
| Returns for 3 years | -28.17 | 0.80 | -3,522% |
| Returns for 5 years | 25.11 | 95.08 | 26% |
| Returns for 10 years | -27.48 | 19.34 | -142% |
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