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CSMIX vs DFFVX
CSMIX vs DFFVX Comparison
Open Charts CSMIX vs DFFVX
Columbia Small Cap Value I A
Price$44.78
Change-$0.40 (-0.89%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$35.81
Change-$0.30 (-0.83%)
VolumeN/A
CapitalizationN/A
CSMIX vs DFFVX Comparison Chart
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CSMIX vs. DFFVX commentary
Nov 18, 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 StrongBuy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. CSMIX (1.58B). 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 : 27.76 vs. CSMIX (13.81). DFFVX return over 5 years is better than : 61.92 vs. CSMIX (28.32).
| 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 | 4.651 | 13.547 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 14.1B | 11% |
| Annual Yield % from dividends | 0.50 | 1.37 | 37% |
| Returns for 1 year | 13.81 | 27.76 | 50% |
| Returns for 3 years | -11.06 | 10.22 | -108% |
| Returns for 5 years | 28.32 | 61.92 | 46% |
| Returns for 10 years | -5.85 | 62.51 | -9% |
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