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CSMIX vs DFFVX
CSMIX vs DFFVX Comparison
Open Charts CSMIX vs DFFVX
Columbia Small Cap Value I A
Price$40.35
Change-$1.23 (-2.96%)
VolumeN/A
Net Assets1.54B
DFA US Targeted Value I
Price$31.89
Change-$0.95 (-2.89%)
VolumeN/A
Net Assets12.73B
CSMIX vs DFFVX Comparison Chart
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CSMIX vs. DFFVX commentary
May 22, 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 Hold and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.7B vs. CSMIX (1.54B). DFFVX pays higher dividends than CSMIX: DFFVX (1.71) vs CSMIX (0.56). 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 : -2.21 vs. CSMIX (-5.25). DFFVX return over 5 years is better than : 108.39 vs. CSMIX (57.52).
| 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 | -4.304 | -6.809 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 12.7B | 12% |
| Annual Yield % from dividends | 0.56 | 1.71 | 33% |
| Returns for 1 year | -5.25 | -2.21 | 238% |
| Returns for 3 years | 5.85 | 19.09 | 31% |
| Returns for 5 years | 57.52 | 108.39 | 53% |
| Returns for 10 years | -1.96 | 45.01 | -4% |
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