Ad is loading...
CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
Columbia Small Cap Value I A
Price$44.43
Change-$0.02 (-0.04%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$49.70
Change+$0.16 (+0.32%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CSMIX vs DFSVX Comparison Chart
Loading...
CSMIX vs. DFSVX commentary
Oct 18, 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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17B vs. CSMIX (1.56B). 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 : 25.49 vs. CSMIX (13.43). DFSVX return over 5 years is better than : 60.36 vs. CSMIX (33.39).
| 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 | 3.879 | 11.502 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 17B | 9% |
| Annual Yield % from dividends | 0.50 | 1.44 | 35% |
| Returns for 1 year | 13.43 | 25.49 | 53% |
| Returns for 3 years | -7.57 | 11.27 | -67% |
| Returns for 5 years | 33.39 | 60.36 | 55% |
| Returns for 10 years | -0.22 | 56.09 | -0% |
View a ticker or compare two or three
VS
VS
Ad is loading...