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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
Columbia Small Cap Value I A
Price$45.10
Change+$0.50 (+1.12%)
VolumeN/A
Net Assets1.74B
DFA US Small Cap Value I
Price$50.49
Change+$0.46 (+0.92%)
VolumeN/A
Net Assets16.93B
CSMIX vs DFSVX Comparison Chart
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CSMIX vs. DFSVX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.9B vs. CSMIX (1.74B). DFSVX pays higher dividends than CSMIX: DFSVX (1.44) vs CSMIX (0.50). CSMIX was incepted earlier than DFSVX: CSMIX (39 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 : 17.34 vs. CSMIX (10.51). DFSVX return over 5 years is better than : 64.95 vs. CSMIX (33.94).
| CSMIX | DFSVX | CSMIX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 39 years | 32 years | - |
| Gain YTD | 3.797 | 4.082 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 16.9B | 10% |
| Annual Yield % from dividends | 0.50 | 1.44 | 35% |
| Returns for 1 year | 10.51 | 17.34 | 61% |
| Returns for 3 years | 6.87 | 23.52 | 29% |
| Returns for 5 years | 33.94 | 64.95 | 52% |
| Returns for 10 years | 12.79 | 57.14 | 22% |
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