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CUURX vs DFSVX
CUURX vs DFSVX Comparison
Open Charts CUURX vs DFSVX
Columbia Small Cap Value I Inst2
Price$47.38
Change+$1.05 (+2.27%)
VolumeN/A
Net Assets1.4B
DFA US Small Cap Value I
Price$42.14
Change+$0.81 (+1.96%)
VolumeN/A
Net Assets13.89B
CUURX vs DFSVX Comparison Chart
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CUURX vs. DFSVX commentary
Apr 25, 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: 13.9B vs. CUURX (1.4B). 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 : -5.06 vs. CUURX (-9.72). DFSVX return over 5 years is better than : 101.19 vs. CUURX (66.34).
| 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 | -13.757 | -12.795 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 13.9B | 10% |
| Annual Yield % from dividends | 0.69 | 1.65 | 42% |
| Returns for 1 year | -9.72 | -5.06 | 192% |
| Returns for 3 years | -5.86 | 3.93 | -149% |
| Returns for 5 years | 66.34 | 101.19 | 66% |
| Returns for 10 years | -0.10 | 23.87 | -0% |
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