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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
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).
| 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 | 5.139 | 13.283 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 16.9B | 10% |
| Annual Yield % from dividends | 0.50 | 1.44 | 35% |
| Returns for 1 year | 8.28 | 15.68 | 53% |
| Returns for 3 years | 5.03 | 24.57 | 20% |
| Returns for 5 years | 24.07 | 52.30 | 46% |
| Returns for 10 years | 9.19 | 52.91 | 17% |
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