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CSVRX vs DFFVX
CSVRX vs DFFVX Comparison
Open Charts CSVRX vs DFFVX
Columbia Small Cap Value I R
Price$40.74
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets1.52B
DFA US Targeted Value I
Price$32.21
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets12.51B
CSVRX vs DFFVX Comparison Chart
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CSVRX vs. DFFVX commentary
Jun 06, 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: 12.5B vs. CSVRX (1.52B). DFFVX pays higher dividends than CSVRX: DFFVX (1.62) vs CSVRX (0.34). 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 : 1.22 vs. CSVRX (-4.93). DFFVX return over 5 years is better than : 77.00 vs. CSVRX (30.70).
| 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 | -5.409 | -5.874 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 12.5B | 12% |
| Annual Yield % from dividends | 0.34 | 1.62 | 21% |
| Returns for 1 year | -4.93 | 1.22 | -404% |
| Returns for 3 years | -2.53 | 11.44 | -22% |
| Returns for 5 years | 30.70 | 77.00 | 40% |
| Returns for 10 years | -5.23 | 47.90 | -11% |
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