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CSVYX vs DFFVX
CSVYX vs DFFVX Comparison
Open Charts CSVYX vs DFFVX
Columbia Small Cap Value I Inst3
Price$43.95
Change+$0.43 (+0.99%)
VolumeN/A
Net Assets1.37B
DFA US Targeted Value I
Price$29.24
Change+$0.32 (+1.11%)
VolumeN/A
Net Assets11.34B
CSVYX vs DFFVX Comparison Chart
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CSVYX vs. DFFVX commentary
Apr 19, 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: 11.3B vs. CSVYX (1.37B). DFFVX pays higher dividends than CSVYX: DFFVX (1.63) vs CSVYX (0.76). 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 : -3.30 vs. CSVYX (-9.66). DFFVX return over 5 years is better than : 105.39 vs. CSVYX (61.40).
| 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 | -16.001 | -14.553 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 11.3B | 12% |
| Annual Yield % from dividends | 0.76 | 1.63 | 47% |
| Returns for 1 year | -9.66 | -3.30 | 293% |
| Returns for 3 years | -10.66 | 1.74 | -612% |
| Returns for 5 years | 61.40 | 105.39 | 58% |
| Returns for 10 years | -5.13 | 33.70 | -15% |