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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
Columbia Small Cap Value I A
Price$43.34
Change-$0.23 (-0.53%)
VolumeN/A
Net Assets1.69B
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
CSMIX vs DFSVX Comparison Chart in %
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CSMIX vs. DFSVX commentary
Aug 17, 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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. CSMIX (1.69B). DFSVX pays higher dividends than CSMIX: DFSVX (1.64) vs CSMIX (0.97). 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: 72.00 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 : 5.62 vs. CSMIX (5.23). DFSVX return over 5 years is better than : 80.15 vs. CSMIX (39.91).
| 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 | 0.214 | 1.483 | 14% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 16.1B | 11% |
| Annual Yield % from dividends | 0.97 | 1.64 | 59% |
| Returns for 1 year | 5.23 | 5.62 | 93% |
| Returns for 3 years | 7.21 | 16.09 | 45% |
| Returns for 5 years | 39.91 | 80.15 | 50% |
| Returns for 10 years | 6.24 | 50.63 | 12% |
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