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CSVRX vs DFSVX
CSVRX vs DFSVX Comparison
Open Charts CSVRX vs DFSVX
Columbia Small Cap Value I R
Price$42.86
Change-$1.07 (-2.44%)
VolumeN/A
Net Assets1.67B
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
CSVRX vs DFSVX Comparison Chart
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CSVRX vs. DFSVX commentary
Feb 23, 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. CSVRX (1.67B). 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 : 9.32 vs. CSVRX (3.68). DFSVX return over 5 years is better than : 52.23 vs. CSVRX (23.87).
| 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 | -0.511 | -1.546 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 15.9B | 11% |
| Annual Yield % from dividends | 0.31 | 1.44 | 22% |
| Returns for 1 year | 3.68 | 9.32 | 39% |
| Returns for 3 years | 2.10 | 17.14 | 12% |
| Returns for 5 years | 23.87 | 52.23 | 46% |
| Returns for 10 years | 0.65 | 41.91 | 2% |
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