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CUURX vs DFSVX
CUURX vs DFSVX Comparison
Open Charts CUURX vs DFSVX
Columbia Small Cap Value I Inst2
Price$51.61
Change+$0.68 (+1.34%)
VolumeN/A
Net Assets1.52B
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
CUURX vs DFSVX Comparison Chart
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CUURX vs. DFSVX commentary
Jun 07, 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: 14.8B vs. CUURX (1.52B). DFSVX pays higher dividends than CUURX: DFSVX (1.65) vs CUURX (0.68). 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 : 0.94 vs. CUURX (-2.69). DFSVX return over 5 years is better than : 68.62 vs. CUURX (41.64).
| 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 | -5.194 | -6.110 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.52B | 14.8B | 10% |
| Annual Yield % from dividends | 0.68 | 1.65 | 41% |
| Returns for 1 year | -2.69 | 0.94 | -287% |
| Returns for 3 years | 1.70 | 7.43 | 23% |
| Returns for 5 years | 41.64 | 68.62 | 61% |
| Returns for 10 years | 10.91 | 33.33 | 33% |
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