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CSCZX vs DFSVX
CSCZX vs DFSVX Comparison
Open Charts CSCZX vs DFSVX
Columbia Small Cap Value I Inst
Price$50.61
Change-$2.26 (-4.27%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
CSCZX vs DFSVX Comparison Chart
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CSCZX vs. DFSVX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. CSCZX (1.61B). 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 : 15.68 vs. CSCZX (9.55). DFSVX return over 5 years is better than : 52.30 vs. CSCZX (30.85).
| 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 | 6.372 | 13.283 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 16.9B | 10% |
| Annual Yield % from dividends | 0.65 | 1.44 | 45% |
| Returns for 1 year | 9.55 | 15.68 | 61% |
| Returns for 3 years | 8.77 | 24.57 | 36% |
| Returns for 5 years | 30.85 | 52.30 | 59% |
| Returns for 10 years | 21.06 | 52.91 | 40% |