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CSCZX vs DFSVX
CSCZX vs DFSVX Comparison
Open Charts CSCZX vs DFSVX
Columbia Small Cap Value I Inst
Price$52.91
Change+$0.20 (+0.38%)
VolumeN/A
Net Assets1.73B
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.69B
CSCZX vs DFSVX Comparison Chart
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CSCZX vs. DFSVX commentary
Jan 18, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. CSCZX (1.73B). DFSVX pays higher dividends than CSCZX: DFSVX (1.44) vs CSCZX (0.65). CSCZX was incepted earlier than DFSVX: CSCZX (29 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 : 17.38 vs. CSCZX (12.60). DFSVX return over 5 years is better than : 51.83 vs. CSCZX (31.49).
| CSCZX | DFSVX | CSCZX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 32 years | - |
| Gain YTD | 3.098 | 2.948 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 16.7B | 10% |
| Annual Yield % from dividends | 0.65 | 1.44 | 45% |
| Returns for 1 year | 12.60 | 17.38 | 73% |
| Returns for 3 years | 5.69 | 16.94 | 34% |
| Returns for 5 years | 31.49 | 51.83 | 61% |
| Returns for 10 years | 25.73 | 57.77 | 45% |
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