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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
Columbia Small Cap Value I A
Price$40.35
Change-$1.23 (-2.96%)
VolumeN/A
Net Assets1.54B
DFA US Small Cap Value I
Price$44.21
Change-$1.33 (-2.92%)
VolumeN/A
Net Assets15.04B
CSMIX vs DFSVX Comparison Chart
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CSMIX vs. DFSVX commentary
May 22, 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.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. CSMIX (1.54B). DFSVX pays higher dividends than CSMIX: DFSVX (1.75) vs CSMIX (0.56). 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 : -4.37 vs. CSMIX (-5.25). DFSVX return over 5 years is better than : 95.13 vs. CSMIX (57.52).
| 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 | -4.304 | -8.511 | 51% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 15B | 10% |
| Annual Yield % from dividends | 0.56 | 1.75 | 32% |
| Returns for 1 year | -5.25 | -4.37 | 120% |
| Returns for 3 years | 5.85 | 14.43 | 41% |
| Returns for 5 years | 57.52 | 95.13 | 60% |
| Returns for 10 years | -1.96 | 28.70 | -7% |
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