CSMIX
Price
$40.10
Change
-$1.17 (-2.83%)
Updated
Mar 10 closing price
Net Assets
1.59B
DFSVX
Price
$44.30
Change
-$1.17 (-2.57%)
Updated
Mar 10 closing price
Net Assets
15.11B
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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$40.10
Change-$1.17 (-2.83%)
VolumeN/A
Net Assets1.59B
DFA US Small Cap Value I
Price$44.30
Change-$1.17 (-2.57%)
VolumeN/A
Net Assets15.11B
CSMIX vs DFSVX Comparison Chart
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CSMIX vs. DFSVX commentary
Mar 11, 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 Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.1B vs. CSMIX (1.59B). DFSVX pays higher dividends than CSMIX: DFSVX (1.51) vs CSMIX (0.51). 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: 79.00 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 : 1.80 vs. CSMIX (-3.28). DFSVX return over 5 years is better than : 75.27 vs. CSMIX (42.38).
CSMIXDFSVXCSMIX / DFSVX
Total Expense Ratio1.200.31387%
Annual Report Gross Expense Ratio1.250.31403%
Fund Existence39 years32 years-
Gain YTD-5.017-6.26780%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.59B15.1B11%
Annual Yield % from dividends0.511.5134%
Returns for 1 year-3.281.80-182%
Returns for 3 years-1.3512.27-11%
Returns for 5 years42.3875.2756%
Returns for 10 years1.1139.083%
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