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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
Columbia Small Cap Value Discv A
Price$45.94
Change+$0.30 (+0.66%)
VolumeN/A
Net Assets1.8B
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
CSMIX vs DFSVX Comparison Chart in %
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CSMIX vs. DFSVX commentary
Sep 08, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. CSMIX (1.8B). DFSVX pays higher dividends than CSMIX: DFSVX (1.52) vs CSMIX (0.90). CSMIX was incepted earlier than DFSVX: CSMIX (39 years) vs DFSVX (33 years). CSMIX (1.25) is less costly to investors than DFSVX (0.31). CSMIX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than CSMIX: DFSVX (0) vs CSMIX (2000). CSMIX (11.52) and DFSVX (11.40) have marching annual gain over last year. DFSVX return over 5 years is better than : 94.21 vs. CSMIX (50.40).
| 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 | 33 years | - |
| Gain YTD | 6.226 | 6.765 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 16.8B | 11% |
| Annual Yield % from dividends | 0.90 | 1.52 | 59% |
| Returns for 1 year | 11.52 | 11.40 | 101% |
| Returns for 3 years | 27.52 | 35.36 | 78% |
| Returns for 5 years | 50.40 | 94.21 | 53% |
| Returns for 10 years | 16.45 | 64.86 | 25% |
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