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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
Columbia Small Cap Value Discv A
Price$46.77
Change-$0.13 (-0.28%)
VolumeN/A
Net Assets1.86B
DFA US Small Cap Value I
Price$50.84
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets16.54B
CSMIX vs DFSVX Comparison Chart in %
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CSMIX vs. DFSVX commentary
Oct 07, 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: 16.5B vs. CSMIX (1.86B). DFSVX pays higher dividends than CSMIX: DFSVX (1.66) vs CSMIX (0.88). CSMIX was incepted earlier than DFSVX: CSMIX (39 years) vs DFSVX (33 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). CSMIX annual gain was more profitable for investors over the last year : 9.86 vs. DFSVX (7.37). DFSVX return over 5 years is better than : 90.26 vs. CSMIX (50.02).
| 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 | 33 years | - |
| Gain YTD | 8.446 | 6.279 | 135% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.86B | 16.5B | 11% |
| Annual Yield % from dividends | 0.88 | 1.66 | 53% |
| Returns for 1 year | 9.86 | 7.37 | 134% |
| Returns for 3 years | 35.69 | 39.36 | 91% |
| Returns for 5 years | 50.02 | 90.26 | 55% |
| Returns for 10 years | 15.14 | 60.84 | 25% |
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