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CVVRX vs DFSVX
CVVRX vs DFSVX Comparison
Open Charts CVVRX vs DFSVX
Columbia Small Cap Value I Adv
Price$56.37
Change-$0.69 (-1.21%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$51.85
Change-$0.68 (-1.29%)
VolumeN/A
CapitalizationN/A
CVVRX vs DFSVX Comparison Chart
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CVVRX vs. DFSVX 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18B vs. CVVRX (1.62B). 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 : 35.43 vs. CVVRX (25.35). DFSVX return over 5 years is better than : 62.53 vs. CVVRX (41.29).
| 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 | 9.556 | 18.232 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 18B | 9% |
| Annual Yield % from dividends | 0.62 | 1.44 | 43% |
| Returns for 1 year | 25.35 | 35.43 | 72% |
| Returns for 3 years | -3.43 | 10.58 | -32% |
| Returns for 5 years | 41.29 | 62.53 | 66% |
| Returns for 10 years | 10.78 | 52.58 | 20% |