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CUURX vs DFSVX
CUURX vs DFSVX Comparison
Open Charts CUURX vs DFSVX
Columbia Small Cap Value I Inst2
Price$53.67
Change+$0.29 (+0.54%)
VolumeN/A
Net Assets1.62B
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.05B
CUURX vs DFSVX Comparison Chart in %
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CUURX vs. DFSVX 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. CUURX (1.62B). DFSVX pays higher dividends than CUURX: DFSVX (1.67) vs CUURX (1.11). CUURX was incepted earlier than DFSVX: CUURX (13 years) vs DFSVX (32 years). CUURX (0.91) is less costly to investors than DFSVX (0.31). CUURX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (12.00). CUURX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. CUURX (8.78). DFSVX return over 5 years is better than : 105.30 vs. CUURX (67.65).
| CUURX | DFSVX | CUURX / DFSVX | |
| Total Expense Ratio | 0.87 | 0.31 | 281% |
| Annual Report Gross Expense Ratio | 0.91 | 0.31 | 294% |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | -0.155 | 1.067 | -14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 16B | 10% |
| Annual Yield % from dividends | 1.11 | 1.67 | 66% |
| Returns for 1 year | 8.78 | 9.45 | 93% |
| Returns for 3 years | 27.57 | 32.84 | 84% |
| Returns for 5 years | 67.65 | 105.30 | 64% |
| Returns for 10 years | 17.42 | 45.10 | 39% |
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