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CSVYX vs DFSVX
CSVYX vs DFSVX Comparison
Open Charts CSVYX vs DFSVX
Columbia Small Cap Value I Inst3
Price$51.29
Change+$0.55 (+1.08%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.19
Change+$0.29 (+0.61%)
VolumeN/A
CapitalizationN/A
CSVYX vs DFSVX Comparison Chart
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CSVYX vs. DFSVX commentary
Dec 24, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. CSVYX (1.55B). DFSVX pays higher dividends than CSVYX: DFSVX (1.44) vs CSVYX (0.75). CSVYX was incepted earlier than DFSVX: CSVYX (15 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 : 9.07 vs. CSVYX (3.46). DFSVX return over 5 years is better than : 46.34 vs. CSVYX (26.96).
| CSVYX | DFSVX | CSVYX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 2.417 | 8.855 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 16.3B | 9% |
| Annual Yield % from dividends | 0.75 | 1.44 | 52% |
| Returns for 1 year | 3.46 | 9.07 | 38% |
| Returns for 3 years | 4.58 | 18.23 | 25% |
| Returns for 5 years | 26.96 | 46.34 | 58% |
| Returns for 10 years | 17.00 | 45.16 | 38% |
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