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CSVYX vs DFSVX
CSVYX vs DFSVX Comparison
Open Charts CSVYX vs DFSVX
Columbia Small Cap Value I Inst3
Price$53.77
Change+$0.29 (+0.54%)
VolumeN/A
Net Assets1.73B
DFA US Small Cap Value I
Price$50.24
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets16.82B
CSVYX vs DFSVX Comparison Chart
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CSVYX vs. DFSVX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. CSVYX (1.73B). 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 : 15.91 vs. CSVYX (11.14). DFSVX return over 5 years is better than : 57.45 vs. CSVYX (37.27).
| 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 | 3.783 | 3.566 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 16.8B | 10% |
| Annual Yield % from dividends | 0.75 | 1.44 | 52% |
| Returns for 1 year | 11.14 | 15.91 | 70% |
| Returns for 3 years | 10.74 | 21.81 | 49% |
| Returns for 5 years | 37.27 | 57.45 | 65% |
| Returns for 10 years | 25.27 | 53.90 | 47% |
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