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CUURX vs DFSVX
CUURX vs DFSVX Comparison
Open Charts CUURX vs DFSVX
Columbia Small Cap Value I Inst2
Price$53.27
Change+$0.09 (+0.17%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.33
Change+$0.14 (+0.29%)
VolumeN/A
CapitalizationN/A
CUURX vs DFSVX Comparison Chart
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CUURX vs. DFSVX commentary
Dec 24, 2024
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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. CUURX (1.55B). DFSVX pays higher dividends than CUURX: DFSVX (1.44) vs CUURX (0.69). CUURX was incepted earlier than DFSVX: CUURX (12 years) vs DFSVX (32 years). CUURX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (25.00). CUURX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 8.81 vs. CUURX (2.99). DFSVX return over 5 years is better than : 46.64 vs. CUURX (27.75).
| CUURX | DFSVX | CUURX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | 2.734 | 9.171 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 16.3B | 9% |
| Annual Yield % from dividends | 0.69 | 1.44 | 48% |
| Returns for 1 year | 2.99 | 8.81 | 34% |
| Returns for 3 years | 3.31 | 16.52 | 20% |
| Returns for 5 years | 27.75 | 46.64 | 59% |
| Returns for 10 years | 18.19 | 44.42 | 41% |
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