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CSVYX vs DFSVX
CSVYX vs DFSVX Comparison
Open Charts CSVYX vs DFSVX
Columbia Small Cap Value I Inst3
Price$43.95
Change+$0.43 (+0.99%)
VolumeN/A
Net Assets1.37B
DFA US Small Cap Value I
Price$40.59
Change+$0.48 (+1.20%)
VolumeN/A
Net Assets13.49B
CSVYX vs DFSVX Comparison Chart
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CSVYX vs. DFSVX 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.5B vs. CSVYX (1.37B). DFSVX pays higher dividends than CSVYX: DFSVX (1.65) vs CSVYX (0.76). CSVYX was incepted earlier than DFSVX: CSVYX (16 years) vs DFSVX (32 years). CSVYX (0.86) is less costly to investors than DFSVX (0.31). CSVYX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than CSVYX: DFSVX (0) vs CSVYX (1000000). DFSVX annual gain was more profitable for investors over the last year : -5.30 vs. CSVYX (-9.66). DFSVX return over 5 years is better than : 92.30 vs. CSVYX (61.40).
| CSVYX | DFSVX | CSVYX / DFSVX | |
| Total Expense Ratio | 0.82 | 0.31 | 265% |
| Annual Report Gross Expense Ratio | 0.86 | 0.31 | 277% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | -16.001 | -16.002 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37B | 13.5B | 10% |
| Annual Yield % from dividends | 0.76 | 1.65 | 46% |
| Returns for 1 year | -9.66 | -5.30 | 182% |
| Returns for 3 years | -10.66 | -1.94 | 549% |
| Returns for 5 years | 61.40 | 92.30 | 67% |
| Returns for 10 years | -5.13 | 18.26 | -28% |