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CUURX vs DFFVX
CUURX vs DFFVX Comparison
Open Charts CUURX vs DFFVX
Columbia Small Cap Value I Inst2
Price$46.79
Change-$3.48 (-6.92%)
VolumeN/A
Net Assets1.55B
DFA US Targeted Value I
Price$29.89
Change-$2.47 (-7.63%)
VolumeN/A
Net Assets12.56B
CUURX vs DFFVX Comparison Chart
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CUURX vs. DFFVX commentary
Apr 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.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. CUURX (1.55B). 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 : 0.60 vs. CUURX (-6.09). DFFVX return over 5 years is better than : 165.27 vs. CUURX (105.83).
| 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 | -7.688 | -5.436 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 12.6B | 12% |
| Annual Yield % from dividends | 0.69 | 1.63 | 42% |
| Returns for 1 year | -6.09 | 0.60 | -1,012% |
| Returns for 3 years | -3.68 | 11.44 | -32% |
| Returns for 5 years | 105.83 | 165.27 | 64% |
| Returns for 10 years | 6.78 | 48.10 | 14% |
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