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CVVRX vs DFSVX
CVVRX vs DFSVX Comparison
Open Charts CVVRX vs DFSVX
Columbia Small Cap Value I Adv
Price$53.14
Change-$0.76 (-1.41%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
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CVVRX vs DFSVX Comparison Chart
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CVVRX vs. DFSVX 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. CVVRX (1.55B). DFSVX pays higher dividends than CVVRX: DFSVX (1.44) vs CVVRX (0.62). CVVRX was incepted earlier than DFSVX: CVVRX (12 years) vs DFSVX (32 years). CVVRX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than CVVRX: DFSVX (0) vs CVVRX (2000). DFSVX annual gain was more profitable for investors over the last year : 19.84 vs. CVVRX (9.42). DFSVX return over 5 years is better than : 53.86 vs. CVVRX (34.40).
| CVVRX | DFSVX | CVVRX / 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 | 1.415 | 7.846 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 16.7B | 9% |
| Annual Yield % from dividends | 0.62 | 1.44 | 43% |
| Returns for 1 year | 9.42 | 19.84 | 47% |
| Returns for 3 years | -1.86 | 13.38 | -14% |
| Returns for 5 years | 34.40 | 53.86 | 64% |
| Returns for 10 years | 3.09 | 39.64 | 8% |