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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
Columbia Small Cap Value I A
Price$36.33
Change+$0.53 (+1.48%)
VolumeN/A
Net Assets1.34B
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.14B
CSMIX vs DFSVX Comparison Chart
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CSMIX vs. DFSVX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.1B vs. CSMIX (1.34B). DFSVX pays higher dividends than CSMIX: DFSVX (1.65) vs CSMIX (0.54). 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 : -10.09 vs. CSMIX (-16.30). DFSVX return over 5 years is better than : 81.60 vs. CSMIX (41.70).
| 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 | -17.606 | -17.140 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 13.1B | 10% |
| Annual Yield % from dividends | 0.54 | 1.65 | 32% |
| Returns for 1 year | -16.30 | -10.09 | 161% |
| Returns for 3 years | -14.33 | -1.27 | 1,128% |
| Returns for 5 years | 41.70 | 81.60 | 51% |
| Returns for 10 years | -16.97 | 16.53 | -103% |
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