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CUURX vs DFSVX
CUURX vs DFSVX Comparison
Open Charts CUURX vs DFSVX
Columbia Small Cap Value I Inst2
Price$46.79
Change-$3.48 (-6.92%)
VolumeN/A
Net Assets1.55B
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
CUURX vs DFSVX Comparison Chart
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CUURX vs. DFSVX commentary
Apr 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. CUURX (1.55B). DFSVX pays higher dividends than CUURX: DFSVX (1.65) vs CUURX (0.69). CUURX was incepted earlier than DFSVX: CUURX (12 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 : -0.75 vs. CUURX (-6.09). DFSVX return over 5 years is better than : 148.44 vs. CUURX (105.83).
| CUURX | DFSVX | CUURX / DFSVX | |
| Total Expense Ratio | 0.87 | 0.31 | 281% |
| Annual Report Gross Expense Ratio | 0.91 | 0.31 | 294% |
| Fund Existence | 12 years | 32 years | - |
| Gain YTD | -7.688 | -6.586 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 15B | 10% |
| Annual Yield % from dividends | 0.69 | 1.65 | 42% |
| Returns for 1 year | -6.09 | -0.75 | 814% |
| Returns for 3 years | -3.68 | 7.99 | -46% |
| Returns for 5 years | 105.83 | 148.44 | 71% |
| Returns for 10 years | 6.78 | 31.44 | 22% |
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