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CSVYX vs DFSVX
CSVYX vs DFSVX Comparison
Open Charts CSVYX vs DFSVX
Columbia Small Cap Value Discv Inst 3
Price$54.79
Change+$0.64 (+1.18%)
VolumeN/A
Net Assets1.78B
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
CSVYX vs DFSVX Comparison Chart in %
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CSVYX vs. DFSVX commentary
Sep 07, 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: 16.8B vs. CSVYX (1.78B). DFSVX pays higher dividends than CSVYX: DFSVX (1.52) vs CSVYX (1.09). CSVYX was incepted earlier than DFSVX: CSVYX (16 years) vs DFSVX (33 years). CSVYX (0.86) is less costly to investors than DFSVX (0.31). CSVYX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than CSVYX: DFSVX (0) vs CSVYX (1000000). CSVYX annual gain was more profitable for investors over the last year : 12.06 vs. DFSVX (11.40). DFSVX return over 5 years is better than : 94.21 vs. CSVYX (59.79).
| 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 | 33 years | - |
| Gain YTD | 6.296 | 6.765 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.78B | 16.8B | 11% |
| Annual Yield % from dividends | 1.09 | 1.52 | 72% |
| Returns for 1 year | 12.06 | 11.40 | 106% |
| Returns for 3 years | 31.44 | 35.36 | 89% |
| Returns for 5 years | 59.79 | 94.21 | 63% |
| Returns for 10 years | 30.83 | 64.86 | 48% |
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