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CVVRX vs DFFVX
CVVRX vs DFFVX Comparison
Open Charts CVVRX vs DFFVX
Columbia Small Cap Value I Adv
Price$53.14
Change-$0.76 (-1.41%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
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CVVRX vs DFFVX Comparison Chart
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CVVRX vs. DFFVX commentary
Sep 21, 2024
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 CVVRX is a StrongSell and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. CVVRX (1.55B). DFFVX pays higher dividends than CVVRX: DFFVX (1.37) vs CVVRX (0.62). CVVRX was incepted earlier than DFFVX: CVVRX (12 years) vs DFFVX (25 years). CVVRX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than CVVRX: DFFVX (0) vs CVVRX (2000). DFFVX annual gain was more profitable for investors over the last year : 19.37 vs. CVVRX (9.42). DFFVX return over 5 years is better than : 58.07 vs. CVVRX (34.40).
| CVVRX | DFFVX | CVVRX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 1.415 | 6.598 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 13.8B | 11% |
| Annual Yield % from dividends | 0.62 | 1.37 | 45% |
| Returns for 1 year | 9.42 | 19.37 | 49% |
| Returns for 3 years | -1.86 | 16.04 | -12% |
| Returns for 5 years | 34.40 | 58.07 | 59% |
| Returns for 10 years | 3.09 | 50.68 | 6% |
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