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CRRRX vs DFSVX
CRRRX vs DFSVX Comparison
Open Charts CRRRX vs DFSVX
Columbia Small Cap Value II Inst2
Price$15.55
Change-$0.16 (-1.02%)
VolumeN/A
Net Assets969.43M
DFA US Small Cap Value I
Price$50.08
Change-$0.40 (-0.79%)
VolumeN/A
Net Assets16.95B
CRRRX vs DFSVX Comparison Chart
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CRRRX vs. DFSVX commentary
Jan 23, 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 StrongBuy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. CRRRX (969M). CRRRX pays higher dividends than DFSVX: CRRRX (1.53) vs DFSVX (1.44). CRRRX was incepted earlier than DFSVX: CRRRX (12 years) vs DFSVX (32 years). CRRRX is a more actively managed with annual turnover of: 67.00 vs. DFSVX (25.00). CRRRX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 15.36 vs. CRRRX (-6.98). DFSVX return over 5 years is better than : 56.95 vs. CRRRX (5.37).
| CRRRX | DFSVX | CRRRX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 2.980 | 3.236 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 969M | 16.9B | 6% |
| Annual Yield % from dividends | 1.53 | 1.44 | 106% |
| Returns for 1 year | -6.98 | 15.36 | -45% |
| Returns for 3 years | -13.26 | 24.01 | -55% |
| Returns for 5 years | 5.37 | 56.95 | 9% |
| Returns for 10 years | -6.99 | 55.08 | -13% |
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