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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
Columbia Small Cap Value Discv A
Price$44.34
Change-$0.07 (-0.16%)
VolumeN/A
Net Assets1.77B
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
CSMIX vs DFSVX Comparison Chart in %
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CSMIX vs. DFSVX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.7B vs. CSMIX (1.77B). DFSVX pays higher dividends than CSMIX: DFSVX (1.69) vs CSMIX (0.89). CSMIX was incepted earlier than DFSVX: CSMIX (39 years) vs DFSVX (33 years). CSMIX (1.23) 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 : -0.43 vs. DFSVX (-3.00). DFSVX return over 5 years is better than : 61.32 vs. CSMIX (25.19).
| CSMIX | DFSVX | CSMIX / DFSVX | |
| Total Expense Ratio | 1.20 | 0.31 | 387% |
| Annual Report Gross Expense Ratio | 1.23 | 0.31 | 397% |
| Fund Existence | 39 years | 33 years | - |
| Gain YTD | 2.688 | 1.159 | 232% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 15.7B | 11% |
| Annual Yield % from dividends | 0.89 | 1.69 | 52% |
| Returns for 1 year | -0.43 | -3.00 | 14% |
| Returns for 3 years | 16.21 | 17.38 | 93% |
| Returns for 5 years | 25.19 | 61.32 | 41% |
| Returns for 10 years | 22.19 | 53.46 | 42% |
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