Interact to see
Advertisement
Advertisement
CUURX vs DFSVX
CUURX vs DFSVX Comparison
Open Charts CUURX vs DFSVX
Columbia Small Cap Value I Inst2
Price$53.99
Change-$0.28 (-0.52%)
VolumeN/A
Net Assets1.7B
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.21B
CUURX vs DFSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CUURX vs. DFSVX commentary
Aug 16, 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: 16.2B vs. CUURX (1.7B). DFSVX pays higher dividends than CUURX: DFSVX (1.64) vs CUURX (1.09). 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: 72.00 vs. DFSVX (12.00). CUURX (0) and DFSVX (0) have matching initial minimum investment requirements. CUURX annual gain was more profitable for investors over the last year : 7.09 vs. DFSVX (5.62). DFSVX return over 5 years is better than : 80.15 vs. CUURX (51.53).
| 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 | 1.510 | 1.483 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 16.2B | 11% |
| Annual Yield % from dividends | 1.09 | 1.64 | 66% |
| Returns for 1 year | 7.09 | 5.62 | 126% |
| Returns for 3 years | 12.21 | 16.09 | 76% |
| Returns for 5 years | 51.53 | 80.15 | 64% |
| Returns for 10 years | 22.69 | 50.63 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement