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CSSYX vs DFSVX
CSSYX vs DFSVX Comparison
Open Charts CSSYX vs DFSVX
Columbia Select Small Cap Value Inst3
Price$21.35
Change-$0.09 (-0.42%)
VolumeN/A
Net Assets360.81M
DFA US Small Cap Value I
Price$44.05
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets14.54B
CSSYX vs DFSVX Comparison Chart
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CSSYX vs. DFSVX commentary
May 25, 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 CSSYX is a Buy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.5B vs. CSSYX (361M). DFSVX pays higher dividends than CSSYX: DFSVX (1.75) vs CSSYX (0.79). CSSYX was incepted earlier than DFSVX: CSSYX (11 years) vs DFSVX (32 years). CSSYX (0.94) is less costly to investors than DFSVX (0.31). DFSVX is a more actively managed with annual turnover of: 12.00 vs. CSSYX (7.00). DFSVX has a lower initial minimum investment than CSSYX: DFSVX (0) vs CSSYX (1000000). DFSVX annual gain was more profitable for investors over the last year : -2.53 vs. CSSYX (-12.85). DFSVX return over 5 years is better than : 94.42 vs. CSSYX (36.83).
| CSSYX | DFSVX | CSSYX / DFSVX | |
| Total Expense Ratio | 0.86 | 0.31 | 277% |
| Annual Report Gross Expense Ratio | 0.94 | 0.31 | 303% |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | -8.408 | -8.842 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 361M | 14.5B | 2% |
| Annual Yield % from dividends | 0.79 | 1.75 | 45% |
| Returns for 1 year | -12.85 | -2.53 | 507% |
| Returns for 3 years | -4.55 | 13.36 | -34% |
| Returns for 5 years | 36.83 | 94.42 | 39% |
| Returns for 10 years | -8.38 | 29.96 | -28% |
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