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CUURX vs DFSVX
CUURX vs DFSVX Comparison
Open Charts CUURX vs DFSVX
Columbia Small Cap Value I Inst2
Price$55.71
Change-$0.52 (-0.92%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$51.28
Change-$0.32 (-0.62%)
VolumeN/A
CapitalizationN/A
CUURX vs DFSVX Comparison Chart
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CUURX vs. DFSVX commentary
Nov 15, 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 StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.7B vs. CUURX (1.59B). 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 : 27.22 vs. CUURX (17.09). DFSVX return over 5 years is better than : 59.09 vs. CUURX (39.27).
| 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 | 7.806 | 16.139 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 17.7B | 9% |
| Annual Yield % from dividends | 0.69 | 1.44 | 48% |
| Returns for 1 year | 17.09 | 27.22 | 63% |
| Returns for 3 years | -4.76 | 8.63 | -55% |
| Returns for 5 years | 39.27 | 59.09 | 66% |
| Returns for 10 years | 9.70 | 49.88 | 19% |
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