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CSMIX vs DFFVX
CSMIX vs DFFVX Comparison
Open Charts CSMIX vs DFFVX
Columbia Small Cap Value I A
Price$43.34
Change-$0.23 (-0.53%)
VolumeN/A
Net Assets1.69B
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
CSMIX vs DFFVX Comparison Chart in %
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CSMIX vs. DFFVX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. CSMIX (1.69B). DFFVX pays higher dividends than CSMIX: DFFVX (1.62) vs CSMIX (0.97). 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). DFFVX annual gain was more profitable for investors over the last year : 8.01 vs. CSMIX (5.23). DFFVX return over 5 years is better than : 91.20 vs. CSMIX (39.91).
| 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 | 0.214 | 2.742 | 8% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 13.3B | 13% |
| Annual Yield % from dividends | 0.97 | 1.62 | 60% |
| Returns for 1 year | 5.23 | 8.01 | 65% |
| Returns for 3 years | 7.21 | 20.63 | 35% |
| Returns for 5 years | 39.91 | 91.20 | 44% |
| Returns for 10 years | 6.24 | 66.57 | 9% |
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