CSVIX
Price
$33.22
Change
-$0.09 (-0.27%)
Updated
Nov 19 closing price
Net Assets
2.22B
DFSTX
Price
$49.52
Change
+$0.08 (+0.16%)
Updated
Nov 19 closing price
Net Assets
16.22B
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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$33.22
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets2.22B
DFA US Small Cap I
Price$49.52
Change+$0.08 (+0.16%)
VolumeN/A
Net Assets16.22B
CSVIX vs DFSTX Comparison Chart in %
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CSVIX vs. DFSTX commentary
Nov 20, 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: 16.2B vs. CSVIX (2.22B). DFSTX pays higher dividends than CSVIX: DFSTX (1.08) vs CSVIX (0.33). CSVIX was incepted earlier than DFSTX: CSVIX (21 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 : -1.58 vs. CSVIX (-13.90). DFSTX return over 5 years is better than : 46.26 vs. CSVIX (13.30).
CSVIXDFSTXCSVIX / DFSTX
Total Expense Ratio0.940.27348%
Annual Report Gross Expense Ratio0.940.28336%
Fund Existence21 years34 years-
Gain YTD-9.8272.089-470%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.22B16.2B14%
Annual Yield % from dividends0.331.0831%
Returns for 1 year-13.90-1.58878%
Returns for 3 years7.6821.7835%
Returns for 5 years13.3046.2629%
Returns for 10 years40.1867.2260%
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