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CUURX vs DFFVX
CUURX vs DFFVX Comparison
Open Charts CUURX vs DFFVX
Columbia Small Cap Value I Inst2
Price$55.75
Change+$0.30 (+0.54%)
VolumeN/A
Net Assets1.73B
DFA US Targeted Value I
Price$35.73
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets13.82B
CUURX vs DFFVX Comparison Chart
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CUURX vs. DFFVX 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 CUURX is a Buy and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. CUURX (1.73B). DFFVX pays higher dividends than CUURX: DFFVX (1.37) vs CUURX (0.69). CUURX was incepted earlier than DFFVX: CUURX (12 years) vs DFFVX (25 years). CUURX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (20.00). CUURX (0) and DFFVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 16.67 vs. CUURX (11.29). DFFVX return over 5 years is better than : 65.08 vs. CUURX (38.16).
| CUURX | DFFVX | CUURX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 3.779 | 3.957 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 13.8B | 13% |
| Annual Yield % from dividends | 0.69 | 1.37 | 50% |
| Returns for 1 year | 11.29 | 16.67 | 68% |
| Returns for 3 years | 11.17 | 25.21 | 44% |
| Returns for 5 years | 38.16 | 65.08 | 59% |
| Returns for 10 years | 27.12 | 72.94 | 37% |