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CSVRX vs DFSVX
CSVRX vs DFSVX Comparison
Open Charts CSVRX vs DFSVX
Columbia Small Cap Value Discv R
Price$45.20
Change+$0.53 (+1.19%)
VolumeN/A
Net Assets1.78B
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
CSVRX vs DFSVX Comparison Chart in %
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CSVRX vs. DFSVX commentary
Sep 07, 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: 16.8B vs. CSVRX (1.78B). DFSVX pays higher dividends than CSVRX: DFSVX (1.52) vs CSVRX (0.65). CSVRX was incepted earlier than DFSVX: CSVRX (15 years) vs DFSVX (33 years). CSVRX (1.50) is less costly to investors than DFSVX (0.31). CSVRX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (12.00). CSVRX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX (11.40) and CSVRX (11.21) have marching annual gain over last year. DFSVX return over 5 years is better than : 94.21 vs. CSVRX (48.37).
| 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 | 33 years | - |
| Gain YTD | 6.017 | 6.765 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 16.8B | 11% |
| Annual Yield % from dividends | 0.65 | 1.52 | 43% |
| Returns for 1 year | 11.21 | 11.40 | 98% |
| Returns for 3 years | 26.38 | 35.36 | 75% |
| Returns for 5 years | 48.37 | 94.21 | 51% |
| Returns for 10 years | 13.78 | 64.86 | 21% |
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