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CSVYX vs DFSVX
CSVYX vs DFSVX Comparison
Open Charts CSVYX vs DFSVX
Columbia Small Cap Value I Inst3
Price$52.03
Change-$0.26 (-0.50%)
VolumeN/A
Net Assets1.7B
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.21B
CSVYX vs DFSVX Comparison Chart in %
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CSVYX vs. DFSVX commentary
Aug 17, 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: 16.2B vs. CSVYX (1.7B). DFSVX pays higher dividends than CSVYX: DFSVX (1.64) vs CSVYX (1.18). 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: 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 : 6.99 vs. DFSVX (5.62). DFSVX return over 5 years is better than : 80.15 vs. CSVYX (50.41).
| 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 | 1.446 | 1.483 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 16.2B | 11% |
| Annual Yield % from dividends | 1.18 | 1.64 | 72% |
| Returns for 1 year | 6.99 | 5.62 | 124% |
| Returns for 3 years | 11.83 | 16.09 | 74% |
| Returns for 5 years | 50.41 | 80.15 | 63% |
| Returns for 10 years | 20.80 | 50.63 | 41% |
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