Ad is loading...
CSCZX vs DFSVX
CSCZX vs DFSVX Comparison
Open Charts CSCZX vs DFSVX
Columbia Small Cap Value I Inst
Price$51.10
Change-$1.28 (-2.44%)
VolumeN/A
Net Assets1.67B
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
CSCZX vs DFSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSCZX vs. DFSVX commentary
Feb 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 CSCZX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. CSCZX (1.67B). DFSVX pays higher dividends than CSCZX: DFSVX (1.44) vs CSCZX (0.65). CSCZX was incepted earlier than DFSVX: CSCZX (30 years) vs DFSVX (32 years). CSCZX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than CSCZX: DFSVX (0) vs CSCZX (2000). DFSVX annual gain was more profitable for investors over the last year : 9.32 vs. CSCZX (5.23). DFSVX return over 5 years is better than : 52.23 vs. CSCZX (32.30).
| CSCZX | DFSVX | CSCZX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 30 years | 32 years | - |
| Gain YTD | -0.429 | -1.546 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 15.9B | 11% |
| Annual Yield % from dividends | 0.65 | 1.44 | 45% |
| Returns for 1 year | 5.23 | 9.32 | 56% |
| Returns for 3 years | 6.70 | 17.14 | 39% |
| Returns for 5 years | 32.30 | 52.23 | 62% |
| Returns for 10 years | 14.20 | 41.91 | 34% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers