Ad is loading...
CSVYX vs DFFVX
CSVYX vs DFFVX Comparison
Open Charts CSVYX vs DFFVX
Columbia Small Cap Value I Inst3
Price$47.76
Change+$0.96 (+2.05%)
VolumeN/A
Net Assets1.48B
DFA US Targeted Value I
Price$31.57
Change+$0.70 (+2.27%)
VolumeN/A
Net Assets11.98B
CSVYX vs DFFVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CSVYX vs. DFFVX commentary
May 09, 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: 12B vs. CSVYX (1.48B). DFFVX pays higher dividends than CSVYX: DFFVX (1.71) vs CSVYX (0.79). 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 : -1.46 vs. CSVYX (-7.72). DFFVX return over 5 years is better than : 105.40 vs. CSVYX (58.29).
| 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 | -9.670 | -7.744 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 12B | 12% |
| Annual Yield % from dividends | 0.79 | 1.71 | 46% |
| Returns for 1 year | -7.72 | -1.46 | 528% |
| Returns for 3 years | 4.04 | 17.38 | 23% |
| Returns for 5 years | 58.29 | 105.40 | 55% |
| Returns for 10 years | 4.74 | 45.11 | 11% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IDRV | 29.93 | 0.60 | +2.05% |
| iShares Self-Driving EV and Tech ETF | |||
| SOXQ | 34.88 | 0.32 | +0.93% |
| Invesco PHLX Semiconductor ETF | |||
| QULL | 43.64 | N/A | N/A |
| ETRACS 2x Lvrgd MSCI US Qlty Fctr TR ETN | |||
| FSCO | 7.08 | -0.02 | -0.28% |
| FS Credit Opportunities Corp | |||
| FLYD | 12.63 | -0.73 | -5.43% |
| MicroSectors™ Travel -3X Inv Lvgd ETNs | |||