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CRRYX vs DFSVX
CRRYX vs DFSVX Comparison
Open Charts CRRYX vs DFSVX
Columbia Small Cap Value II Inst3
Price$12.70
Change-$0.50 (-3.79%)
VolumeN/A
Net Assets743.77M
DFA US Small Cap Value I
Price$39.73
Change-$1.73 (-4.17%)
VolumeN/A
Net Assets13.19B
CRRYX vs DFSVX Comparison Chart
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CRRYX vs. DFSVX commentary
Apr 06, 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 CRRYX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.2B vs. CRRYX (744M). CRRYX pays higher dividends than DFSVX: CRRYX (1.99) vs DFSVX (1.65). CRRYX was incepted earlier than DFSVX: CRRYX (12 years) vs DFSVX (32 years). CRRYX (0.89) is less costly to investors than DFSVX (0.31). CRRYX is a more actively managed with annual turnover of: 88.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than CRRYX: DFSVX (0) vs CRRYX (1000000). DFSVX annual gain was more profitable for investors over the last year : -11.80 vs. CRRYX (-27.69). DFSVX return over 5 years is better than : 118.66 vs. CRRYX (42.24).
| CRRYX | DFSVX | CRRYX / DFSVX | |
| Total Expense Ratio | 0.77 | 0.31 | 248% |
| Annual Report Gross Expense Ratio | 0.89 | 0.31 | 287% |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | -16.392 | -17.782 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 744M | 13.2B | 6% |
| Annual Yield % from dividends | 1.99 | 1.65 | 120% |
| Returns for 1 year | -27.69 | -11.80 | 235% |
| Returns for 3 years | -31.42 | -3.00 | 1,046% |
| Returns for 5 years | 42.24 | 118.66 | 36% |
| Returns for 10 years | -27.65 | 16.40 | -169% |
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