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CSMIX vs DFFVX
CSMIX vs DFFVX Comparison
Open Charts CSMIX vs DFFVX
Columbia Small Cap Value I A
Price$40.90
Change-$0.69 (-1.66%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$32.25
Change-$0.59 (-1.80%)
VolumeN/A
CapitalizationN/A
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CSMIX vs DFFVX Comparison Chart
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CSMIX vs. DFFVX commentary
Sep 08, 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 CSMIX is a Buy and DFFVX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.9B vs. CSMIX (1.44B). DFFVX pays higher dividends than CSMIX: DFFVX (1.37) vs CSMIX (0.50). CSMIX was incepted earlier than DFFVX: CSMIX (38 years) vs DFFVX (25 years). CSMIX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than CSMIX: DFFVX (0) vs CSMIX (2000). DFFVX annual gain was more profitable for investors over the last year : 14.27 vs. CSMIX (1.05). DFFVX return over 5 years is better than : 60.74 vs. CSMIX (30.14).
| CSMIX | DFFVX | CSMIX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 25 years | - |
| Gain YTD | -2.804 | 3.754 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 12.9B | 11% |
| Annual Yield % from dividends | 0.50 | 1.37 | 37% |
| Returns for 1 year | 1.05 | 14.27 | 7% |
| Returns for 3 years | -11.85 | 10.37 | -114% |
| Returns for 5 years | 30.14 | 60.74 | 50% |
| Returns for 10 years | -14.28 | 44.49 | -32% |
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