CSMIX
Price
$42.85
Change
-$1.92 (-4.29%)
Updated
Dec 18 closing price
DFSVX
Price
$48.18
Change
-$1.97 (-3.93%)
Updated
Dec 18 closing price
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CSMIX vs DFSVX

Header iconCSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVXBanner chart's image
Columbia Small Cap Value I A
Price$42.85
Change-$1.92 (-4.29%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
CSMIX vs DFSVX Comparison Chart
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CSMIX vs. DFSVX commentary
Dec 19, 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 Hold and DFSVX is a Buy.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. CSMIX (1.61B). 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 : 15.68 vs. CSMIX (8.28). DFSVX return over 5 years is better than : 52.30 vs. CSMIX (24.07).
CSMIXDFSVXCSMIX / DFSVX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence38 years32 years-
Gain YTD5.13913.28339%
Front LoadN/AN/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.61B16.9B10%
Annual Yield % from dividends0.501.4435%
Returns for 1 year8.2815.6853%
Returns for 3 years5.0324.5720%
Returns for 5 years24.0752.3046%
Returns for 10 years9.1952.9117%
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