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CSVRX vs DFSVX
CSVRX vs DFSVX Comparison
Open Charts CSVRX vs DFSVX
Columbia Small Cap Value I R
Price$39.17
Change+$0.96 (+2.51%)
VolumeN/A
Net Assets1.48B
DFA US Small Cap Value I
Price$43.33
Change+$1.00 (+2.36%)
VolumeN/A
Net Assets14.39B
CSVRX vs DFSVX Comparison Chart
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CSVRX vs. DFSVX commentary
May 05, 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: 14.4B vs. CSVRX (1.48B). DFSVX pays higher dividends than CSVRX: DFSVX (1.75) vs CSVRX (0.36). 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 : -2.40 vs. CSVRX (-6.62). DFSVX return over 5 years is better than : 96.43 vs. CSVRX (53.33).
| 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 | -9.076 | -10.332 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 14.4B | 10% |
| Annual Yield % from dividends | 0.36 | 1.75 | 21% |
| Returns for 1 year | -6.62 | -2.40 | 275% |
| Returns for 3 years | -4.87 | 7.69 | -63% |
| Returns for 5 years | 53.33 | 96.43 | 55% |
| Returns for 10 years | -7.40 | 28.88 | -26% |
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