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CUURX vs DFSVX
CUURX vs DFSVX Comparison
Open Charts CUURX vs DFSVX
Columbia Small Cap Value I Inst2
Price$53.49
Change-$1.35 (-2.46%)
VolumeN/A
Net Assets1.67B
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
CUURX vs DFSVX Comparison Chart
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CUURX vs. DFSVX commentary
Feb 23, 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. CUURX (1.67B). 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 : 9.32 vs. CUURX (5.57). DFSVX return over 5 years is better than : 52.23 vs. CUURX (34.28).
| 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 | -0.428 | -1.546 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 15.9B | 11% |
| Annual Yield % from dividends | 0.69 | 1.44 | 48% |
| Returns for 1 year | 5.57 | 9.32 | 60% |
| Returns for 3 years | 7.72 | 17.14 | 45% |
| Returns for 5 years | 34.28 | 52.23 | 66% |
| Returns for 10 years | 17.69 | 41.91 | 42% |
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