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CSVYX vs DFFVX
CSVYX vs DFFVX Comparison
Open Charts CSVYX vs DFFVX
Columbia Small Cap Value I Inst3
Price$51.42
Change-$0.72 (-1.38%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
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CSVYX vs DFFVX Comparison Chart
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CSVYX vs. DFFVX commentary
Sep 22, 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 CSVYX is a Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. CSVYX (1.55B). DFFVX pays higher dividends than CSVYX: DFFVX (1.37) vs CSVYX (0.75). CSVYX was incepted earlier than DFFVX: CSVYX (15 years) vs DFFVX (25 years). CSVYX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (20.00). 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 : 22.61 vs. CSVYX (12.04). DFFVX return over 5 years is better than : 59.42 vs. CSVYX (34.83).
| CSVYX | DFFVX | CSVYX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 2.023 | 7.514 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 13.8B | 11% |
| Annual Yield % from dividends | 0.75 | 1.37 | 55% |
| Returns for 1 year | 12.04 | 22.61 | 53% |
| Returns for 3 years | 0.71 | 20.03 | 4% |
| Returns for 5 years | 34.83 | 59.42 | 59% |
| Returns for 10 years | 5.08 | 55.75 | 9% |