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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
Columbia Small Cap Value I A
Price$40.10
Change-$1.17 (-2.83%)
VolumeN/A
Net Assets1.59B
DFA US Small Cap Value I
Price$44.30
Change-$1.17 (-2.57%)
VolumeN/A
Net Assets15.11B
CSMIX vs DFSVX Comparison Chart
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CSMIX vs. DFSVX commentary
Mar 11, 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.1B vs. CSMIX (1.59B). DFSVX pays higher dividends than CSMIX: DFSVX (1.51) vs CSMIX (0.51). CSMIX was incepted earlier than DFSVX: CSMIX (39 years) vs DFSVX (32 years). CSMIX (1.25) is less costly to investors than DFSVX (0.31). CSMIX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (12.00). 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 : 1.80 vs. CSMIX (-3.28). DFSVX return over 5 years is better than : 75.27 vs. CSMIX (42.38).
| CSMIX | DFSVX | CSMIX / DFSVX | |
| Total Expense Ratio | 1.20 | 0.31 | 387% |
| Annual Report Gross Expense Ratio | 1.25 | 0.31 | 403% |
| Fund Existence | 39 years | 32 years | - |
| Gain YTD | -5.017 | -6.267 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 15.1B | 11% |
| Annual Yield % from dividends | 0.51 | 1.51 | 34% |
| Returns for 1 year | -3.28 | 1.80 | -182% |
| Returns for 3 years | -1.35 | 12.27 | -11% |
| Returns for 5 years | 42.38 | 75.27 | 56% |
| Returns for 10 years | 1.11 | 39.08 | 3% |