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CSVRX vs DFSVX
CSVRX vs DFSVX Comparison
Open Charts CSVRX vs DFSVX
Columbia Small Cap Value I R
Price$46.62
Change+$0.93 (+2.04%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$52.58
Change+$0.90 (+1.74%)
VolumeN/A
CapitalizationN/A
CSVRX vs DFSVX Comparison Chart
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CSVRX vs. DFSVX commentary
Nov 23, 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 StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.6B vs. CSVRX (1.63B). 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 : 27.42 vs. CSVRX (15.53). DFSVX return over 5 years is better than : 61.43 vs. CSVRX (33.51).
| 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 | 7.556 | 16.319 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 17.6B | 9% |
| Annual Yield % from dividends | 0.31 | 1.44 | 22% |
| Returns for 1 year | 15.53 | 27.42 | 57% |
| Returns for 3 years | -7.55 | 10.57 | -71% |
| Returns for 5 years | 33.51 | 61.43 | 55% |
| Returns for 10 years | -5.98 | 48.14 | -12% |
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