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CSVRX vs DFSVX
CSVRX vs DFSVX Comparison
Open Charts CSVRX vs DFSVX
Columbia Small Cap Value I R
Price$41.15
Change-$0.44 (-1.06%)
VolumeN/A
Net Assets1.55B
DFA US Small Cap Value I
Price$45.20
Change-$0.51 (-1.12%)
VolumeN/A
Net Assets15.08B
CSVRX vs DFSVX Comparison Chart in %
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CSVRX vs. DFSVX commentary
Jun 18, 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.1B vs. CSVRX (1.55B). DFSVX pays higher dividends than CSVRX: DFSVX (1.65) vs CSVRX (0.34). CSVRX was incepted earlier than DFSVX: CSVRX (15 years) vs DFSVX (32 years). CSVRX (1.50) is less costly to investors than DFSVX (0.31). CSVRX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (12.00). CSVRX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 2.38 vs. CSVRX (0.56). DFSVX return over 5 years is better than : 84.12 vs. CSVRX (46.33).
| CSVRX | DFSVX | CSVRX / DFSVX | |
| Total Expense Ratio | 1.45 | 0.31 | 468% |
| Annual Report Gross Expense Ratio | 1.50 | 0.31 | 484% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | -3.459 | -6.462 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 15.1B | 10% |
| Annual Yield % from dividends | 0.34 | 1.65 | 21% |
| Returns for 1 year | 0.56 | 2.38 | 23% |
| Returns for 3 years | 13.32 | 25.18 | 53% |
| Returns for 5 years | 46.33 | 84.12 | 55% |
| Returns for 10 years | -4.90 | 30.43 | -16% |
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