CUURX
Price
$53.67
Change
+$0.29 (+0.54%)
Updated
Jul 3 closing price
Net Assets
1.62B
DFFVX
Price
$34.85
Change
+$0.18 (+0.52%)
Updated
Jul 3 closing price
Net Assets
13.33B
Interact to see
Advertisement

CUURX vs DFFVX

Header iconCUURX vs DFFVX Comparison
Open Charts CUURX vs DFFVXBanner chart's image
Columbia Small Cap Value I Inst2
Price$53.67
Change+$0.29 (+0.54%)
VolumeN/A
Net Assets1.62B
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.33B
CUURX vs DFFVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CUURX vs. DFFVX commentary
Jul 04, 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 CUURX is a Buy and DFFVX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. CUURX (1.62B). DFFVX pays higher dividends than CUURX: DFFVX (1.63) vs CUURX (1.11). CUURX was incepted earlier than DFFVX: CUURX (13 years) vs DFFVX (25 years). CUURX (0.91) is less costly to investors than DFFVX (0.30). CUURX is a more actively managed with annual turnover of: 79.00 vs. DFFVX (7.00). CUURX (0) and DFFVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 11.79 vs. CUURX (8.78). DFFVX return over 5 years is better than : 116.56 vs. CUURX (67.65).
CUURXDFFVXCUURX / DFFVX
Total Expense Ratio0.870.29300%
Annual Report Gross Expense Ratio0.910.30303%
Fund Existence13 years25 years-
Gain YTD-0.1552.331-7%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.62B13.3B12%
Annual Yield % from dividends1.111.6368%
Returns for 1 year8.7811.7974%
Returns for 3 years27.5737.5174%
Returns for 5 years67.65116.5658%
Returns for 10 years17.4262.8428%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
IBUY70.610.72
+1.03%
Amplify Online Retail ETF
TXS35.100.17
+0.50%
Texas Capital Texas Equity Index ETF
BBAX54.95-0.02
-0.04%
JPMorgan BetaBuilders Dev APAC ex-JpnETF
MYCF25.00-0.02
-0.08%
SPDR SSGA My2026 Corporate Bond ETF
GUG15.59-0.04
-0.26%
Guggenheim Active Allocation Fund