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CCTRX vs DFFVX
CCTRX vs DFFVX Comparison
Open Charts CCTRX vs DFFVX
Columbia Sm Cp Val and Inflection R
Price$13.24
Change-$0.07 (-0.53%)
VolumeN/A
Net Assets821.13M
DFA US Targeted Value I
Price$40.19
Change+$4.46 (+12.48%)
VolumeN/A
Net Assets14.92B
CCTRX vs DFFVX Comparison Chart in %
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CCTRX vs. DFFVX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.9B vs. CCTRX (821M). DFFVX pays higher dividends than CCTRX: DFFVX (1.58) vs CCTRX (0.38). 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 (10.00). CCTRX (0) and DFFVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 17.44 vs. CCTRX (-0.93). DFFVX return over 5 years is better than : 62.65 vs. CCTRX (-23.27).
| 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 | 8.082 | 8.680 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 14.9B | 6% |
| Annual Yield % from dividends | 0.38 | 1.58 | 24% |
| Returns for 1 year | -0.93 | 17.44 | -5% |
| Returns for 3 years | -17.87 | 37.63 | -47% |
| Returns for 5 years | -23.27 | 62.65 | -37% |
| Returns for 10 years | 2.91 | 141.58 | 2% |
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