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CSMIX vs DFFVX
CSMIX vs DFFVX Comparison
Open Charts CSMIX vs DFFVX
Columbia Small Cap Value Discv A
Price$44.34
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets1.77B
DFA US Targeted Value I
Price$34.58
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets13.08B
CSMIX vs DFFVX Comparison Chart in %
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CSMIX vs. DFFVX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.1B vs. CSMIX (1.77B). DFFVX pays higher dividends than CSMIX: DFFVX (1.72) vs CSMIX (0.89). CSMIX was incepted earlier than DFFVX: CSMIX (39 years) vs DFFVX (26 years). CSMIX (1.23) 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 annual gain was more profitable for investors over the last year : -0.43 vs. DFFVX (-1.67). DFFVX return over 5 years is better than : 68.92 vs. CSMIX (25.19).
| CSMIX | DFFVX | CSMIX / DFFVX | |
| Total Expense Ratio | 1.20 | 0.29 | 414% |
| Annual Report Gross Expense Ratio | 1.23 | 0.30 | 410% |
| Fund Existence | 39 years | 26 years | - |
| Gain YTD | 2.688 | 2.050 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 13.1B | 13% |
| Annual Yield % from dividends | 0.89 | 1.72 | 52% |
| Returns for 1 year | -0.43 | -1.67 | 26% |
| Returns for 3 years | 16.21 | 22.17 | 73% |
| Returns for 5 years | 25.19 | 68.92 | 37% |
| Returns for 10 years | 22.19 | 69.76 | 32% |
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