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CSMIX vs DFFVX
CSMIX vs DFFVX Comparison
Open Charts CSMIX vs DFFVX
Columbia Small Cap Value I A
Price$36.33
Change+$0.53 (+1.48%)
VolumeN/A
Net Assets1.34B
DFA US Targeted Value I
Price$28.91
Change+$0.35 (+1.23%)
VolumeN/A
Net Assets11.09B
CSMIX vs DFFVX Comparison Chart
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CSMIX vs. DFFVX commentary
Apr 12, 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: 11.1B vs. CSMIX (1.34B). DFFVX pays higher dividends than CSMIX: DFFVX (1.63) vs CSMIX (0.54). 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 : -8.07 vs. CSMIX (-16.30). DFFVX return over 5 years is better than : 95.36 vs. CSMIX (41.70).
| 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 | -17.606 | -15.518 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 11.1B | 12% |
| Annual Yield % from dividends | 0.54 | 1.63 | 33% |
| Returns for 1 year | -16.30 | -8.07 | 202% |
| Returns for 3 years | -14.33 | 2.49 | -576% |
| Returns for 5 years | 41.70 | 95.36 | 44% |
| Returns for 10 years | -16.97 | 32.02 | -53% |
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