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CSVRX vs DFFVX
CSVRX vs DFFVX Comparison
Open Charts CSVRX vs DFFVX
Columbia Small Cap Value Discv R
Price$45.20
Change+$0.53 (+1.19%)
VolumeN/A
Net Assets1.78B
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.92B
CSVRX vs DFFVX Comparison Chart in %
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CSVRX vs. DFFVX commentary
Sep 07, 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 CSVRX is a Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. CSVRX (1.78B). DFFVX pays higher dividends than CSVRX: DFFVX (1.50) vs CSVRX (0.65). CSVRX was incepted earlier than DFFVX: CSVRX (15 years) vs DFFVX (26 years). CSVRX (1.50) is less costly to investors than DFFVX (0.30). CSVRX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (7.00). CSVRX (0) and DFFVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 13.85 vs. CSVRX (10.47). DFFVX return over 5 years is better than : 105.61 vs. CSVRX (47.39).
| CSVRX | DFFVX | CSVRX / DFFVX | |
| Total Expense Ratio | 1.45 | 0.29 | 500% |
| Annual Report Gross Expense Ratio | 1.50 | 0.30 | 500% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 5.318 | 8.027 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 13.9B | 13% |
| Annual Yield % from dividends | 0.65 | 1.50 | 43% |
| Returns for 1 year | 10.47 | 13.85 | 76% |
| Returns for 3 years | 25.55 | 40.17 | 64% |
| Returns for 5 years | 47.39 | 105.61 | 45% |
| Returns for 10 years | 13.03 | 83.26 | 16% |
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