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CSVYX vs DFFVX
CSVYX vs DFFVX Comparison
Open Charts CSVYX vs DFFVX
Columbia Small Cap Value I Inst3
Price$49.46
Change-$0.96 (-1.90%)
VolumeN/A
Net Assets1.56B
DFA US Targeted Value I
Price$32.46
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets12.77B
CSVYX vs DFFVX Comparison Chart
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CSVYX vs. DFFVX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.8B vs. CSVYX (1.56B). DFFVX pays higher dividends than CSVYX: DFFVX (1.62) vs CSVYX (0.75). 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: 79.00 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 : 3.74 vs. CSVYX (1.63). DFFVX return over 5 years is better than : 98.41 vs. CSVYX (59.70).
| 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 | -2.683 | -5.144 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 12.8B | 12% |
| Annual Yield % from dividends | 0.75 | 1.62 | 47% |
| Returns for 1 year | 1.63 | 3.74 | 44% |
| Returns for 3 years | 16.34 | 23.80 | 69% |
| Returns for 5 years | 59.70 | 98.41 | 61% |
| Returns for 10 years | 10.46 | 47.01 | 22% |
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