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CSVRX vs DFSVX
CSVRX vs DFSVX Comparison
Open Charts CSVRX vs DFSVX
Columbia Small Cap Value I R
Price$43.19
Change+$0.47 (+1.10%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.77
Change+$0.44 (+0.91%)
VolumeN/A
CapitalizationN/A
CSVRX vs DFSVX Comparison Chart
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CSVRX vs. DFSVX 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 DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. CSVRX (1.55B). DFSVX pays higher dividends than CSVRX: DFSVX (1.44) vs CSVRX (0.31). CSVRX was incepted earlier than DFSVX: CSVRX (14 years) vs DFSVX (32 years). CSVRX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (25.00). CSVRX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 8.81 vs. CSVRX (1.12). DFSVX return over 5 years is better than : 46.64 vs. CSVRX (17.83).
| CSVRX | DFSVX | CSVRX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | 0.883 | 9.171 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 16.3B | 10% |
| Annual Yield % from dividends | 0.31 | 1.44 | 22% |
| Returns for 1 year | 1.12 | 8.81 | 13% |
| Returns for 3 years | -2.07 | 16.52 | -13% |
| Returns for 5 years | 17.83 | 46.64 | 38% |
| Returns for 10 years | 1.04 | 44.42 | 2% |
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