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CSSZX vs DFSVX
CSSZX vs DFSVX Comparison
Open Charts CSSZX vs DFSVX
Columbia Select Small Cap Value Inst
Price$25.08
Change-$0.28 (-1.10%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
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CSSZX vs DFSVX Comparison Chart
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CSSZX vs. DFSVX commentary
Sep 21, 2024
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 StrongBuy and DFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. CSSZX (442M). DFSVX pays higher dividends than CSSZX: DFSVX (1.44) vs CSSZX (0.77). CSSZX was incepted earlier than DFSVX: CSSZX (14 years) vs DFSVX (32 years). DFSVX is a more actively managed with annual turnover of: 25.00 vs. CSSZX (11.00). 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 : 22.84 vs. CSSZX (17.66). DFSVX return over 5 years is better than : 55.21 vs. CSSZX (35.14).
| CSSZX | DFSVX | CSSZX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 12.517 | 8.788 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 442M | 16.7B | 3% |
| Annual Yield % from dividends | 0.77 | 1.44 | 53% |
| Returns for 1 year | 17.66 | 22.84 | 77% |
| Returns for 3 years | 3.45 | 17.09 | 20% |
| Returns for 5 years | 35.14 | 55.21 | 64% |
| Returns for 10 years | 10.41 | 44.49 | 23% |
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