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CSVYX vs DFFVX
CSVYX vs DFFVX Comparison
Open Charts CSVYX vs DFFVX
Columbia Small Cap Value I Inst3
Price$51.59
Change-$1.30 (-2.46%)
VolumeN/A
Net Assets1.67B
DFA US Targeted Value I
Price$34.10
Change-$0.82 (-2.35%)
VolumeN/A
Net Assets13.16B
CSVYX vs DFFVX Comparison Chart
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CSVYX vs. DFFVX commentary
Feb 23, 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 Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.2B vs. CSVYX (1.67B). 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 : 10.28 vs. CSVYX (5.42). DFFVX return over 5 years is better than : 59.88 vs. CSVYX (33.40).
| 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 | -0.425 | -0.786 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 13.2B | 13% |
| Annual Yield % from dividends | 0.75 | 1.37 | 55% |
| Returns for 1 year | 5.42 | 10.28 | 53% |
| Returns for 3 years | 7.29 | 20.19 | 36% |
| Returns for 5 years | 33.40 | 59.88 | 56% |
| Returns for 10 years | 15.98 | 57.95 | 28% |