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CSVYX vs DFSVX
CSVYX vs DFSVX Comparison
Open Charts CSVYX vs DFSVX
Columbia Small Cap Value I Inst3
Price$47.76
Change+$0.96 (+2.05%)
VolumeN/A
Net Assets1.48B
DFA US Small Cap Value I
Price$43.85
Change+$0.99 (+2.31%)
VolumeN/A
Net Assets14.21B
CSVYX vs DFSVX Comparison Chart
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CSVYX vs. DFSVX commentary
May 09, 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: 14.2B vs. CSVYX (1.48B). DFSVX pays higher dividends than CSVYX: DFSVX (1.75) vs CSVYX (0.79). 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 : -3.50 vs. CSVYX (-7.72). DFSVX return over 5 years is better than : 92.33 vs. CSVYX (58.29).
| 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 | -9.670 | -9.256 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 14.2B | 10% |
| Annual Yield % from dividends | 0.79 | 1.75 | 45% |
| Returns for 1 year | -7.72 | -3.50 | 221% |
| Returns for 3 years | 4.04 | 13.02 | 31% |
| Returns for 5 years | 58.29 | 92.33 | 63% |
| Returns for 10 years | 4.74 | 28.50 | 17% |
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