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CSVRX vs DFFVX
CSVRX vs DFFVX Comparison
Open Charts CSVRX vs DFFVX
Columbia Small Cap Value I R
Price$43.19
Change+$0.47 (+1.10%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.60
Change+$0.31 (+0.90%)
VolumeN/A
CapitalizationN/A
CSVRX vs DFFVX Comparison Chart
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CSVRX vs. DFFVX commentary
Dec 25, 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 Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. CSVRX (1.55B). 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 : 8.75 vs. CSVRX (1.12). DFFVX return over 5 years is better than : 54.40 vs. CSVRX (17.83).
| 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 | 0.883 | 9.088 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 13.5B | 11% |
| Annual Yield % from dividends | 0.31 | 1.37 | 23% |
| Returns for 1 year | 1.12 | 8.75 | 13% |
| Returns for 3 years | -2.07 | 18.99 | -11% |
| Returns for 5 years | 17.83 | 54.40 | 33% |
| Returns for 10 years | 1.04 | 62.47 | 2% |
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