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CSCZX vs DFSVX
CSCZX vs DFSVX Comparison
Open Charts CSCZX vs DFSVX
Columbia Small Cap Value I Inst
Price$50.80
Change+$0.58 (+1.15%)
VolumeN/A
Net Assets1.59B
DFA US Small Cap Value I
Price$48.34
Change+$0.50 (+1.05%)
VolumeN/A
Net Assets15.88B
CSCZX vs DFSVX Comparison Chart in %
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CSCZX vs. DFSVX commentary
Jul 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. CSCZX (1.6B). DFSVX pays higher dividends than CSCZX: DFSVX (1.67) vs CSCZX (1.07). 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 : 9.91 vs. CSCZX (7.60). DFSVX return over 5 years is better than : 111.91 vs. CSCZX (69.75).
| 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 | -1.678 | 0.526 | -319% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 15.9B | 10% |
| Annual Yield % from dividends | 1.07 | 1.67 | 64% |
| Returns for 1 year | 7.60 | 9.91 | 77% |
| Returns for 3 years | 23.50 | 32.52 | 72% |
| Returns for 5 years | 69.75 | 111.91 | 62% |
| Returns for 10 years | 11.99 | 44.57 | 27% |
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