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CCTRX vs DFFVX
CCTRX vs DFFVX Comparison
Open Charts CCTRX vs DFFVX
Columbia Sm Cp Val and Inflection R
Price$13.65
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets895.63M
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.95B
CCTRX vs DFFVX Comparison Chart in %
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CCTRX vs. DFFVX commentary
Sep 08, 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 CCTRX is a Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. CCTRX (896M). DFFVX pays higher dividends than CCTRX: DFFVX (1.50) vs CCTRX (0.94). CCTRX was incepted earlier than DFFVX: CCTRX (20 years) vs DFFVX (26 years). CCTRX (1.61) is less costly to investors than DFFVX (0.30). CCTRX is a more actively managed with annual turnover of: 70.00 vs. DFFVX (7.00). CCTRX (0) and DFFVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 13.85 vs. CCTRX (-5.91). DFFVX return over 5 years is better than : 105.61 vs. CCTRX (13.58).
| CCTRX | DFFVX | CCTRX / DFFVX | |
| Total Expense Ratio | 1.46 | 0.29 | 503% |
| Annual Report Gross Expense Ratio | 1.61 | 0.30 | 537% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 2.018 | 8.027 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 13.9B | 6% |
| Annual Yield % from dividends | 0.94 | 1.50 | 63% |
| Returns for 1 year | -5.91 | 13.85 | -43% |
| Returns for 3 years | -7.22 | 40.17 | -18% |
| Returns for 5 years | 13.58 | 105.61 | 13% |
| Returns for 10 years | -15.20 | 83.26 | -18% |
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