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CSVRX vs DFFVX
CSVRX vs DFFVX Comparison
Open Charts CSVRX vs DFFVX
Columbia Small Cap Value I R
Price$46.62
Change+$0.93 (+2.04%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$37.09
Change+$0.61 (+1.67%)
VolumeN/A
CapitalizationN/A
CSVRX vs DFFVX Comparison Chart
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CSVRX vs. DFFVX commentary
Nov 23, 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 CSVRX is a StrongBuy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.3B vs. CSVRX (1.63B). DFFVX pays higher dividends than CSVRX: DFFVX (1.37) vs CSVRX (0.31). CSVRX was incepted earlier than DFFVX: CSVRX (14 years) vs DFFVX (25 years). CSVRX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (20.00). CSVRX (0) and DFFVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 28.79 vs. CSVRX (15.53). DFFVX return over 5 years is better than : 67.49 vs. CSVRX (33.51).
| CSVRX | DFFVX | CSVRX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 7.556 | 15.672 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 14.3B | 11% |
| Annual Yield % from dividends | 0.31 | 1.37 | 23% |
| Returns for 1 year | 15.53 | 28.79 | 54% |
| Returns for 3 years | -7.55 | 14.22 | -53% |
| Returns for 5 years | 33.51 | 67.49 | 50% |
| Returns for 10 years | -5.98 | 63.22 | -9% |
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