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CSVYX vs DFSVX
CSVYX vs DFSVX Comparison
Open Charts CSVYX vs DFSVX
Columbia Small Cap Value I Inst3
Price$51.59
Change-$1.30 (-2.46%)
VolumeN/A
Net Assets1.67B
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
CSVYX vs DFSVX Comparison Chart
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CSVYX vs. DFSVX 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 DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. CSVYX (1.67B). DFSVX pays higher dividends than CSVYX: DFSVX (1.44) vs CSVYX (0.75). CSVYX was incepted earlier than DFSVX: CSVYX (16 years) vs DFSVX (32 years). CSVYX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (25.00). 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 : 9.32 vs. CSVYX (5.42). DFSVX return over 5 years is better than : 52.23 vs. CSVYX (33.40).
| CSVYX | DFSVX | CSVYX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | -0.425 | -1.546 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 15.9B | 11% |
| Annual Yield % from dividends | 0.75 | 1.44 | 52% |
| Returns for 1 year | 5.42 | 9.32 | 58% |
| Returns for 3 years | 7.29 | 17.14 | 43% |
| Returns for 5 years | 33.40 | 52.23 | 64% |
| Returns for 10 years | 15.98 | 41.91 | 38% |
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