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CSCZX vs DFSVX
CSCZX vs DFSVX Comparison
Open Charts CSCZX vs DFSVX
Columbia Small Cap Value I Inst
Price$42.95
Change+$0.64 (+1.51%)
VolumeN/A
Net Assets1.34B
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.14B
CSCZX vs DFSVX Comparison Chart
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CSCZX vs. DFSVX commentary
Apr 12, 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: 13.1B vs. CSCZX (1.34B). DFSVX pays higher dividends than CSCZX: DFSVX (1.65) vs CSCZX (0.64). 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 : -10.09 vs. CSCZX (-15.31). DFSVX return over 5 years is better than : 81.60 vs. CSCZX (49.42).
| 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 | -17.557 | -17.140 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 13.1B | 10% |
| Annual Yield % from dividends | 0.64 | 1.65 | 38% |
| Returns for 1 year | -15.31 | -10.09 | 152% |
| Returns for 3 years | -11.27 | -1.27 | 888% |
| Returns for 5 years | 49.42 | 81.60 | 61% |
| Returns for 10 years | -7.96 | 16.53 | -48% |
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