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CSCZX vs DFSVX
CSCZX vs DFSVX Comparison
Open Charts CSCZX vs DFSVX
Columbia Small Cap Value I Inst
Price$47.29
Change+$0.95 (+2.05%)
VolumeN/A
Net Assets1.48B
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
CSCZX vs DFSVX Comparison Chart
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CSCZX vs. DFSVX commentary
May 09, 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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. CSCZX (1.48B). DFSVX pays higher dividends than CSCZX: DFSVX (1.75) vs CSCZX (0.66). CSCZX was incepted earlier than DFSVX: CSCZX (30 years) vs DFSVX (32 years). CSCZX (1.00) is less costly to investors than DFSVX (0.31). CSCZX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (12.00). 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 : -3.50 vs. CSCZX (-7.89). DFSVX return over 5 years is better than : 92.33 vs. CSCZX (57.03).
| CSCZX | DFSVX | CSCZX / DFSVX | |
| Total Expense Ratio | 0.95 | 0.31 | 306% |
| Annual Report Gross Expense Ratio | 1.00 | 0.31 | 323% |
| Fund Existence | 30 years | 32 years | - |
| Gain YTD | -9.704 | -9.256 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 14.2B | 10% |
| Annual Yield % from dividends | 0.66 | 1.75 | 38% |
| Returns for 1 year | -7.89 | -3.50 | 225% |
| Returns for 3 years | 3.47 | 13.02 | 27% |
| Returns for 5 years | 57.03 | 92.33 | 62% |
| Returns for 10 years | 3.14 | 28.50 | 11% |
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