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CUURX vs DFFVX
CUURX vs DFFVX Comparison
Open Charts CUURX vs DFFVX
Columbia Small Cap Value I Inst2
Price$47.38
Change+$1.05 (+2.27%)
VolumeN/A
Net Assets1.4B
DFA US Targeted Value I
Price$30.36
Change+$0.58 (+1.95%)
VolumeN/A
Net Assets11.69B
CUURX vs DFFVX Comparison Chart
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CUURX vs. DFFVX commentary
Apr 25, 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.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.7B vs. CUURX (1.4B). DFFVX pays higher dividends than CUURX: DFFVX (1.63) vs CUURX (0.69). CUURX was incepted earlier than DFFVX: CUURX (12 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 : -3.09 vs. CUURX (-9.72). DFFVX return over 5 years is better than : 114.69 vs. CUURX (66.34).
| CUURX | DFFVX | CUURX / DFFVX | |
| Total Expense Ratio | 0.87 | 0.29 | 300% |
| Annual Report Gross Expense Ratio | 0.91 | 0.30 | 303% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | -13.757 | -11.280 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 11.7B | 12% |
| Annual Yield % from dividends | 0.69 | 1.63 | 42% |
| Returns for 1 year | -9.72 | -3.09 | 314% |
| Returns for 3 years | -5.86 | 7.89 | -74% |
| Returns for 5 years | 66.34 | 114.69 | 58% |
| Returns for 10 years | -0.10 | 39.79 | -0% |
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