Interact to see
Advertisement
Advertisement
CCTRX vs DFFVX
CCTRX vs DFFVX Comparison
Open Charts CCTRX vs DFFVX
Columbia Sm Cp Val and Inflection R
Price$12.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets808.67M
DFA US Targeted Value I
Price$37.59
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets14.07B
CCTRX vs DFFVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CCTRX vs. DFFVX commentary
Dec 27, 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 Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. CCTRX (809M). DFFVX pays higher dividends than CCTRX: DFFVX (1.65) vs CCTRX (0.92). 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 : 9.69 vs. CCTRX (-7.62). DFFVX return over 5 years is better than : 69.56 vs. CCTRX (-19.67).
| 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 | -6.652 | 10.933 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 809M | 14.1B | 6% |
| Annual Yield % from dividends | 0.92 | 1.65 | 56% |
| Returns for 1 year | -7.62 | 9.69 | -79% |
| Returns for 3 years | -14.81 | 43.10 | -34% |
| Returns for 5 years | -19.67 | 69.56 | -28% |
| Returns for 10 years | -15.41 | 99.20 | -16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement