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CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Sm Cp Val and Inflection R
Price$13.29
Change-$0.20 (-1.48%)
VolumeN/A
Net Assets829.02M
DFA US Small Cap Value I
Price$48.84
Change-$0.99 (-1.99%)
VolumeN/A
Net Assets15.9B
CCTRX vs DFSVX Comparison Chart in %
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CCTRX vs. DFSVX commentary
Oct 17, 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 DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. CCTRX (829M). DFSVX pays higher dividends than CCTRX: DFSVX (1.66) vs CCTRX (0.93). CCTRX was incepted earlier than DFSVX: CCTRX (20 years) vs DFSVX (33 years). CCTRX (1.61) is less costly to investors than DFSVX (0.31). CCTRX is a more actively managed with annual turnover of: 70.00 vs. DFSVX (12.00). CCTRX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 0.30 vs. CCTRX (-14.14). DFSVX return over 5 years is better than : 79.73 vs. CCTRX (5.95).
| CCTRX | DFSVX | CCTRX / DFSVX | |
| Total Expense Ratio | 1.46 | 0.31 | 471% |
| Annual Report Gross Expense Ratio | 1.61 | 0.31 | 519% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -0.673 | 2.058 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 829M | 15.9B | 5% |
| Annual Yield % from dividends | 0.93 | 1.66 | 56% |
| Returns for 1 year | -14.14 | 0.30 | -4,771% |
| Returns for 3 years | -7.65 | 29.65 | -26% |
| Returns for 5 years | 5.95 | 79.73 | 7% |
| Returns for 10 years | -19.43 | 55.99 | -35% |
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