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CSMIX vs DFFVX
CSMIX vs DFFVX Comparison
Open Charts CSMIX vs DFFVX
Columbia Small Cap Value I A
Price$43.51
Change+$0.50 (+1.16%)
VolumeN/A
Net Assets1.65B
DFA US Targeted Value I
Price$35.04
Change+$0.28 (+0.81%)
VolumeN/A
Net Assets13.42B
CSMIX vs DFFVX Comparison Chart in %
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CSMIX vs. DFFVX commentary
Jul 11, 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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. CSMIX (1.65B). DFFVX pays higher dividends than CSMIX: DFFVX (1.63) vs CSMIX (0.98). CSMIX was incepted earlier than DFFVX: CSMIX (39 years) vs DFFVX (25 years). CSMIX (1.25) is less costly to investors than DFFVX (0.30). CSMIX is a more actively managed with annual turnover of: 79.00 vs. DFFVX (7.00). 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 : 12.61 vs. CSMIX (7.64). DFFVX return over 5 years is better than : 119.29 vs. CSMIX (58.38).
| CSMIX | DFFVX | CSMIX / DFFVX | |
| Total Expense Ratio | 1.20 | 0.29 | 414% |
| Annual Report Gross Expense Ratio | 1.25 | 0.30 | 417% |
| Fund Existence | 39 years | 25 years | - |
| Gain YTD | -0.549 | 2.889 | -19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 13.4B | 12% |
| Annual Yield % from dividends | 0.98 | 1.63 | 60% |
| Returns for 1 year | 7.64 | 12.61 | 61% |
| Returns for 3 years | 23.84 | 39.96 | 60% |
| Returns for 5 years | 58.38 | 119.29 | 49% |
| Returns for 10 years | 1.35 | 62.66 | 2% |