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CUURX vs DFSVX
CUURX vs DFSVX Comparison
Open Charts CUURX vs DFSVX
Columbia Small Cap Value I Inst2
Price$55.75
Change+$0.30 (+0.54%)
VolumeN/A
Net Assets1.73B
DFA US Small Cap Value I
Price$50.24
Change+$0.16 (+0.32%)
VolumeN/A
Net Assets16.82B
CUURX vs DFSVX Comparison Chart
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CUURX vs. DFSVX 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 DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. CUURX (1.73B). 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 : 15.91 vs. CUURX (11.29). DFSVX return over 5 years is better than : 57.45 vs. CUURX (38.16).
| 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 | 3.779 | 3.566 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 16.8B | 10% |
| Annual Yield % from dividends | 0.69 | 1.44 | 48% |
| Returns for 1 year | 11.29 | 15.91 | 71% |
| Returns for 3 years | 11.17 | 21.81 | 51% |
| Returns for 5 years | 38.16 | 57.45 | 66% |
| Returns for 10 years | 27.12 | 53.90 | 50% |
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