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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
Columbia Small Cap Value I A
Price$43.51
Change+$0.50 (+1.16%)
VolumeN/A
Net Assets1.65B
DFA US Small Cap Value I
Price$48.99
Change+$0.46 (+0.95%)
VolumeN/A
Net Assets16.18B
CSMIX vs DFSVX Comparison Chart in %
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CSMIX vs. DFSVX commentary
Jul 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 Buy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. CSMIX (1.65B). DFSVX pays higher dividends than CSMIX: DFSVX (1.67) vs CSMIX (0.98). 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 : 10.47 vs. CSMIX (7.64). DFSVX return over 5 years is better than : 108.11 vs. CSMIX (58.38).
| 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 | -0.549 | 1.878 | -29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 16.2B | 10% |
| Annual Yield % from dividends | 0.98 | 1.67 | 59% |
| Returns for 1 year | 7.64 | 10.47 | 73% |
| Returns for 3 years | 23.84 | 35.62 | 67% |
| Returns for 5 years | 58.38 | 108.11 | 54% |
| Returns for 10 years | 1.35 | 45.28 | 3% |