Ad is loading...
CSMIX vs DFFVX
CSMIX vs DFFVX Comparison
Open Charts CSMIX vs DFFVX
Columbia Small Cap Value I A
Price$42.85
Change-$1.92 (-4.29%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
CSMIX vs DFFVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSMIX vs. DFFVX commentary
Dec 19, 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 Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14B vs. CSMIX (1.61B). 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 : 15.38 vs. CSMIX (8.28). DFFVX return over 5 years is better than : 60.26 vs. CSMIX (24.07).
| 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 | 5.139 | 13.033 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 14B | 12% |
| Annual Yield % from dividends | 0.50 | 1.37 | 37% |
| Returns for 1 year | 8.28 | 15.38 | 54% |
| Returns for 3 years | 5.03 | 26.84 | 19% |
| Returns for 5 years | 24.07 | 60.26 | 40% |
| Returns for 10 years | 9.19 | 71.11 | 13% |