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CUURX vs DFFVX
CUURX vs DFFVX Comparison
Open Charts CUURX vs DFFVX
Columbia Small Cap Value I Inst2
Price$53.99
Change-$0.28 (-0.52%)
VolumeN/A
Net Assets1.7B
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.43B
CUURX vs DFFVX Comparison Chart in %
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CUURX vs. DFFVX commentary
Aug 16, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. CUURX (1.7B). DFFVX pays higher dividends than CUURX: DFFVX (1.62) vs CUURX (1.09). 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: 72.00 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 : 8.01 vs. CUURX (7.09). DFFVX return over 5 years is better than : 91.20 vs. CUURX (51.53).
| CUURX | DFFVX | CUURX / DFFVX | |
| Total Expense Ratio | 0.87 | 0.29 | 300% |
| Annual Report Gross Expense Ratio | 0.91 | 0.30 | 303% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 1.510 | 2.742 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 13.4B | 13% |
| Annual Yield % from dividends | 1.09 | 1.62 | 67% |
| Returns for 1 year | 7.09 | 8.01 | 89% |
| Returns for 3 years | 12.21 | 20.63 | 59% |
| Returns for 5 years | 51.53 | 91.20 | 57% |
| Returns for 10 years | 22.69 | 66.57 | 34% |
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