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CSCZX vs DFSVX
CSCZX vs DFSVX Comparison
Open Charts CSCZX vs DFSVX
Columbia Small Cap Value I Inst
Price$49.28
Change+$0.64 (+1.32%)
VolumeN/A
Net Assets1.52B
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
CSCZX vs DFSVX Comparison Chart
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CSCZX vs. DFSVX commentary
Jun 07, 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: 14.8B vs. CSCZX (1.52B). DFSVX pays higher dividends than CSCZX: DFSVX (1.65) vs CSCZX (0.63). 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 : 0.94 vs. CSCZX (-2.99). DFSVX return over 5 years is better than : 68.62 vs. CSCZX (39.55).
| 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 | -5.222 | -6.110 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 14.8B | 10% |
| Annual Yield % from dividends | 0.63 | 1.65 | 38% |
| Returns for 1 year | -2.99 | 0.94 | -319% |
| Returns for 3 years | 0.72 | 7.43 | 10% |
| Returns for 5 years | 39.55 | 68.62 | 58% |
| Returns for 10 years | 7.63 | 33.33 | 23% |
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