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CSVRX vs DFFVX
CSVRX vs DFFVX Comparison
Open Charts CSVRX vs DFFVX
Columbia Small Cap Value I R
Price$42.86
Change-$1.07 (-2.44%)
VolumeN/A
Net Assets1.67B
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
CSVRX vs DFFVX Comparison Chart
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CSVRX vs. DFFVX commentary
Feb 23, 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 Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. CSVRX (1.67B). 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 : 10.28 vs. CSVRX (3.68). DFFVX return over 5 years is better than : 59.88 vs. CSVRX (23.87).
| 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 | -0.511 | -0.786 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 13.2B | 13% |
| Annual Yield % from dividends | 0.31 | 1.37 | 23% |
| Returns for 1 year | 3.68 | 10.28 | 36% |
| Returns for 3 years | 2.10 | 20.19 | 10% |
| Returns for 5 years | 23.87 | 59.88 | 40% |
| Returns for 10 years | 0.65 | 57.95 | 1% |
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