CSVIX
Price
$35.28
Change
-$0.30 (-0.84%)
Updated
Sep 25 closing price
Net Assets
2.51B
DFSTX
Price
$51.21
Change
-$0.42 (-0.81%)
Updated
Sep 25 closing price
Net Assets
17.04B
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CSVIX vs DFSTX

Header iconCSVIX vs DFSTX Comparison
Open Charts CSVIX vs DFSTXBanner chart's image
Calvert Small-Cap I
Price$35.28
Change-$0.30 (-0.84%)
VolumeN/A
Net Assets2.51B
DFA US Small Cap I
Price$51.21
Change-$0.42 (-0.81%)
VolumeN/A
Net Assets17.04B
CSVIX vs DFSTX Comparison Chart in %
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CSVIX vs. DFSTX commentary
Sep 26, 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 CSVIX is a Hold and DFSTX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17B vs. CSVIX (2.51B). DFSTX pays higher dividends than CSVIX: DFSTX (1.05) vs CSVIX (0.31). CSVIX was incepted earlier than DFSTX: CSVIX (20 years) vs DFSTX (34 years). CSVIX (0.94) is less costly to investors than DFSTX (0.28). CSVIX is a more actively managed with annual turnover of: 32.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than CSVIX: DFSTX (0) vs CSVIX (1000000). DFSTX annual gain was more profitable for investors over the last year : 8.52 vs. CSVIX (-3.32). DFSTX return over 5 years is better than : 82.76 vs. CSVIX (40.74).
CSVIXDFSTXCSVIX / DFSTX
Total Expense Ratio0.940.27348%
Annual Report Gross Expense Ratio0.940.28336%
Fund Existence20 years34 years-
Gain YTD-3.6826.142-60%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.51B17B15%
Annual Yield % from dividends0.311.0530%
Returns for 1 year-3.328.52-39%
Returns for 3 years27.8644.7162%
Returns for 5 years40.7482.7649%
Returns for 10 years56.5787.6065%
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