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CSVYX vs DFFVX
CSVYX vs DFFVX Comparison
Open Charts CSVYX vs DFFVX
Columbia Small Cap Value I Inst3
Price$52.03
Change-$0.26 (-0.50%)
VolumeN/A
Net Assets1.7B
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.43B
CSVYX vs DFFVX Comparison Chart in %
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CSVYX vs. DFFVX commentary
Aug 17, 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 CSVYX is a Buy and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. CSVYX (1.7B). DFFVX pays higher dividends than CSVYX: DFFVX (1.62) vs CSVYX (1.18). CSVYX was incepted earlier than DFFVX: CSVYX (16 years) vs DFFVX (25 years). CSVYX (0.86) is less costly to investors than DFFVX (0.30). CSVYX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than CSVYX: DFFVX (0) vs CSVYX (1000000). DFFVX annual gain was more profitable for investors over the last year : 8.01 vs. CSVYX (6.99). DFFVX return over 5 years is better than : 91.20 vs. CSVYX (50.41).
| CSVYX | DFFVX | CSVYX / DFFVX | |
| Total Expense Ratio | 0.82 | 0.29 | 283% |
| Annual Report Gross Expense Ratio | 0.86 | 0.30 | 287% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 1.446 | 2.742 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 13.4B | 13% |
| Annual Yield % from dividends | 1.18 | 1.62 | 73% |
| Returns for 1 year | 6.99 | 8.01 | 87% |
| Returns for 3 years | 11.83 | 20.63 | 57% |
| Returns for 5 years | 50.41 | 91.20 | 55% |
| Returns for 10 years | 20.80 | 66.57 | 31% |
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