Interact to see
Advertisement
Advertisement
CSMIX vs DFFVX
CSMIX vs DFFVX Comparison
Open Charts CSMIX vs DFFVX
Columbia Small Cap Value Discv A
Price$46.77
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets1.86B
DFA US Targeted Value I
Price$36.43
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets13.81B
CSMIX vs DFFVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSMIX vs. DFFVX commentary
Oct 07, 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: 13.8B vs. CSMIX (1.86B). DFFVX pays higher dividends than CSMIX: DFFVX (1.68) vs CSMIX (0.88). CSMIX was incepted earlier than DFFVX: CSMIX (39 years) vs DFFVX (26 years). CSMIX (1.25) is less costly to investors than DFFVX (0.30). CSMIX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than CSMIX: DFFVX (0) vs CSMIX (2000). CSMIX (9.86) and DFFVX (9.45) have marching annual gain over last year. DFFVX return over 5 years is better than : 101.07 vs. CSMIX (50.02).
| 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 | 26 years | - |
| Gain YTD | 8.446 | 7.658 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 13.8B | 13% |
| Annual Yield % from dividends | 0.88 | 1.68 | 52% |
| Returns for 1 year | 9.86 | 9.45 | 104% |
| Returns for 3 years | 35.69 | 44.83 | 80% |
| Returns for 5 years | 50.02 | 101.07 | 49% |
| Returns for 10 years | 15.14 | 79.17 | 19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement