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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
Columbia Small Cap Value I A
Price$44.78
Change-$0.40 (-0.89%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
CSMIX vs DFSVX Comparison Chart
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CSMIX vs. DFSVX commentary
Nov 18, 2024
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 StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. CSMIX (1.58B). DFSVX pays higher dividends than CSMIX: DFSVX (1.44) vs CSMIX (0.50). CSMIX was incepted earlier than DFSVX: CSMIX (38 years) vs DFSVX (32 years). CSMIX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than CSMIX: DFSVX (0) vs CSMIX (2000). DFSVX annual gain was more profitable for investors over the last year : 26.86 vs. CSMIX (13.81). DFSVX return over 5 years is better than : 56.90 vs. CSMIX (28.32).
| CSMIX | DFSVX | CSMIX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 32 years | - |
| Gain YTD | 4.651 | 14.541 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 17.4B | 9% |
| Annual Yield % from dividends | 0.50 | 1.44 | 35% |
| Returns for 1 year | 13.81 | 26.86 | 51% |
| Returns for 3 years | -11.06 | 7.13 | -155% |
| Returns for 5 years | 28.32 | 56.90 | 50% |
| Returns for 10 years | -5.85 | 48.27 | -12% |
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