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CSVYX vs DFFVX
CSVYX vs DFFVX Comparison
Open Charts CSVYX vs DFFVX
Columbia Small Cap Value I Inst3
Price$53.77
Change+$0.29 (+0.54%)
VolumeN/A
Net Assets1.73B
DFA US Targeted Value I
Price$35.73
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets13.82B
CSVYX vs DFFVX Comparison Chart
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CSVYX vs. DFFVX commentary
Jan 24, 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: 13.8B vs. CSVYX (1.73B). DFFVX pays higher dividends than CSVYX: DFFVX (1.37) vs CSVYX (0.75). CSVYX was incepted earlier than DFFVX: CSVYX (16 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 : 16.67 vs. CSVYX (11.14). DFFVX return over 5 years is better than : 65.08 vs. CSVYX (37.27).
| CSVYX | DFFVX | CSVYX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 3.783 | 3.957 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 13.8B | 13% |
| Annual Yield % from dividends | 0.75 | 1.37 | 55% |
| Returns for 1 year | 11.14 | 16.67 | 67% |
| Returns for 3 years | 10.74 | 25.21 | 43% |
| Returns for 5 years | 37.27 | 65.08 | 57% |
| Returns for 10 years | 25.27 | 72.94 | 35% |
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