Interact to see
Advertisement
Advertisement
CSVRX vs DFFVX
CSVRX vs DFFVX Comparison
Open Charts CSVRX vs DFFVX
Columbia Small Cap Value I R
Price$42.80
Change+$0.25 (+0.59%)
VolumeN/A
Net Assets1.64B
DFA US Targeted Value I
Price$34.74
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets13.27B
CSVRX vs DFFVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSVRX vs. DFFVX commentary
Jul 26, 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 StrongBuy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. CSVRX (1.64B). DFFVX pays higher dividends than CSVRX: DFFVX (1.63) vs CSVRX (0.71). 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: 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 : 3.20 vs. CSVRX (-0.33). DFFVX return over 5 years is better than : 105.01 vs. CSVRX (48.67).
| 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 | -0.857 | 2.008 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 13.3B | 12% |
| Annual Yield % from dividends | 0.71 | 1.63 | 43% |
| Returns for 1 year | -0.33 | 3.20 | -10% |
| Returns for 3 years | 17.42 | 31.44 | 55% |
| Returns for 5 years | 48.67 | 105.01 | 46% |
| Returns for 10 years | 3.27 | 67.93 | 5% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GOOY | 12.93 | 0.08 | +0.62% |
| YieldMax GOOGL Option Income Stgy ETF | |||
| DBND | 45.85 | 0.06 | +0.13% |
| DoubleLine Opportunistic Core Bond ETF | |||
| EVSD | 51.22 | 0.03 | +0.05% |
| Eaton Vance Short Duration Income ETF | |||
| PAAA | 51.44 | 0.01 | +0.02% |
| PGIM AAA CLO ETF | |||
| XTAP | 38.78 | -0.05 | -0.13% |
| Innovator US Equity Acltd Pls ETF™ April | |||