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CSVRX vs DFFVX
CSVRX vs DFFVX Comparison
Open Charts CSVRX vs DFFVX
Columbia Small Cap Value I R
Price$39.17
Change+$0.96 (+2.51%)
VolumeN/A
Net Assets1.48B
DFA US Targeted Value I
Price$31.19
Change+$0.70 (+2.30%)
VolumeN/A
Net Assets12.09B
CSVRX vs DFFVX Comparison Chart
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CSVRX vs. DFFVX commentary
May 05, 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: 12.1B vs. CSVRX (1.48B). DFFVX pays higher dividends than CSVRX: DFFVX (1.71) vs CSVRX (0.36). CSVRX was incepted earlier than DFFVX: CSVRX (15 years) vs DFFVX (25 years). CSVRX (1.50) is less costly to investors than DFFVX (0.30). CSVRX is a more actively managed with annual turnover of: 79.00 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 : -0.45 vs. CSVRX (-6.62). DFFVX return over 5 years is better than : 110.49 vs. CSVRX (53.33).
| 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 | 25 years | - |
| Gain YTD | -9.076 | -8.855 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 12.1B | 12% |
| Annual Yield % from dividends | 0.36 | 1.71 | 21% |
| Returns for 1 year | -6.62 | -0.45 | 1,486% |
| Returns for 3 years | -4.87 | 11.45 | -43% |
| Returns for 5 years | 53.33 | 110.49 | 48% |
| Returns for 10 years | -7.40 | 45.19 | -16% |
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