Interact to see
Advertisement
Advertisement
CSVRX vs DFSVX
CSVRX vs DFSVX Comparison
Open Charts CSVRX vs DFSVX
Columbia Small Cap Value I R
Price$42.80
Change+$0.25 (+0.59%)
VolumeN/A
Net Assets1.64B
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.03B
CSVRX vs DFSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CSVRX vs. DFSVX commentary
Jul 26, 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 StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. CSVRX (1.64B). DFSVX pays higher dividends than CSVRX: DFSVX (1.67) vs CSVRX (0.71). 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: 72.00 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 : 0.60 vs. CSVRX (-0.33). DFSVX return over 5 years is better than : 94.25 vs. CSVRX (48.67).
| 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 | -0.857 | 0.901 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.64B | 16B | 10% |
| Annual Yield % from dividends | 0.71 | 1.67 | 43% |
| Returns for 1 year | -0.33 | 0.60 | -56% |
| Returns for 3 years | 17.42 | 27.09 | 64% |
| Returns for 5 years | 48.67 | 94.25 | 52% |
| Returns for 10 years | 3.27 | 50.73 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| WUGI | 84.54 | 1.41 | +1.70% |
| AXS Esoterica NextG Economy ETF | |||
| VLUE | 115.61 | 0.07 | +0.06% |
| iShares MSCI USA Value Factor ETF | |||
| BSJU | 25.93 | 0.01 | +0.05% |
| Invesco BulletShares 2030 HY Corp Bd ETF | |||
| UVIX | 17.18 | -0.30 | -1.72% |
| 2x Long VIX Futures ETF | |||
| URAA | 32.48 | -0.58 | -1.75% |
| DIREXION DAILY URANIUM INDUSTRY BULL 2X SHARES URAA | |||