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CSSZX vs DFSVX
CSSZX vs DFSVX Comparison
Open Charts CSSZX vs DFSVX
Columbia Select Small Cap Value Inst
Price$19.70
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets368.94M
DFA US Small Cap Value I
Price$44.17
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets14.73B
CSSZX vs DFSVX Comparison Chart
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CSSZX vs. DFSVX commentary
Mar 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 CSSZX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.7B vs. CSSZX (369M). DFSVX pays higher dividends than CSSZX: DFSVX (1.51) vs CSSZX (0.67). CSSZX was incepted earlier than DFSVX: CSSZX (14 years) vs DFSVX (32 years). CSSZX (1.05) is less costly to investors than DFSVX (0.31). DFSVX is a more actively managed with annual turnover of: 12.00 vs. CSSZX (7.00). DFSVX has a lower initial minimum investment than CSSZX: DFSVX (0) vs CSSZX (2000). DFSVX annual gain was more profitable for investors over the last year : 1.98 vs. CSSZX (-10.86). DFSVX return over 5 years is better than : 103.85 vs. CSSZX (41.41).
| CSSZX | DFSVX | CSSZX / DFSVX | |
| Total Expense Ratio | 0.97 | 0.31 | 313% |
| Annual Report Gross Expense Ratio | 1.05 | 0.31 | 339% |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | -6.955 | -6.267 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 369M | 14.7B | 3% |
| Annual Yield % from dividends | 0.67 | 1.51 | 44% |
| Returns for 1 year | -10.86 | 1.98 | -547% |
| Returns for 3 years | -13.12 | 10.19 | -129% |
| Returns for 5 years | 41.41 | 103.85 | 40% |
| Returns for 10 years | -9.75 | 35.95 | -27% |
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