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CVVRX vs DFFVX
CVVRX vs DFFVX Comparison
Open Charts CVVRX vs DFFVX
Columbia Small Cap Value I Adv
Price$56.37
Change-$0.69 (-1.21%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$36.54
Change-$0.46 (-1.24%)
VolumeN/A
CapitalizationN/A
CVVRX vs DFFVX Comparison Chart
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CVVRX vs. DFFVX commentary
Nov 13, 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 StrongBuy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.6B vs. CVVRX (1.62B). 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 : 35.26 vs. CVVRX (25.35). DFFVX return over 5 years is better than : 65.87 vs. CVVRX (41.29).
| 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 | 9.556 | 15.862 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 14.6B | 11% |
| Annual Yield % from dividends | 0.62 | 1.37 | 45% |
| Returns for 1 year | 25.35 | 35.26 | 72% |
| Returns for 3 years | -3.43 | 12.60 | -27% |
| Returns for 5 years | 41.29 | 65.87 | 63% |
| Returns for 10 years | 10.78 | 65.53 | 16% |