Ad is loading...
CSMIX vs DFFVX
CSMIX vs DFFVX Comparison
Open Charts CSMIX vs DFFVX
Columbia Small Cap Value I A
Price$45.10
Change+$0.50 (+1.12%)
VolumeN/A
Net Assets1.74B
DFA US Targeted Value I
Price$35.85
Change+$0.30 (+0.84%)
VolumeN/A
Net Assets14.07B
CSMIX vs DFFVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSMIX vs. DFFVX commentary
Jan 31, 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 CSMIX is a Buy and DFFVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. CSMIX (1.74B). DFFVX pays higher dividends than CSMIX: DFFVX (1.37) vs CSMIX (0.50). CSMIX was incepted earlier than DFFVX: CSMIX (39 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 : 17.82 vs. CSMIX (10.51). DFFVX return over 5 years is better than : 72.33 vs. CSMIX (33.94).
| CSMIX | DFFVX | CSMIX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 39 years | 25 years | - |
| Gain YTD | 3.797 | 4.306 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 14.1B | 12% |
| Annual Yield % from dividends | 0.50 | 1.37 | 37% |
| Returns for 1 year | 10.51 | 17.82 | 59% |
| Returns for 3 years | 6.87 | 26.32 | 26% |
| Returns for 5 years | 33.94 | 72.33 | 47% |
| Returns for 10 years | 12.79 | 75.86 | 17% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| EZU | 50.97 | 0.44 | +0.87% |
| iShares MSCI Eurozone ETF | |||
| TACK | 28.34 | 0.23 | +0.83% |
| Fairlead Tactical Sector | |||
| PNOV | 38.53 | 0.09 | +0.23% |
| Innovator US Equity Power Buffer ETF Nov | |||
| BNDI | 46.80 | 0.07 | +0.15% |
| NEOS Enhanced Income Aggregate Bond ETF | |||
| MAYT | 33.79 | 0.02 | +0.06% |
| AllianzIM U.S. Large Cp Buffer10 May ETF | |||