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CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Small Cap Value II R
Price$12.69
Change+$0.06 (+0.48%)
VolumeN/A
Net Assets863.36M
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
CCTRX vs DFSVX Comparison Chart in %
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CCTRX vs. DFSVX commentary
Jul 07, 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 StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. CCTRX (863M). DFSVX pays higher dividends than CCTRX: DFSVX (1.67) vs CCTRX (1.01). CCTRX was incepted earlier than DFSVX: CCTRX (19 years) vs DFSVX (32 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 : 9.45 vs. CCTRX (-7.93). DFSVX return over 5 years is better than : 105.30 vs. CCTRX (14.99).
| CCTRX | DFSVX | CCTRX / DFSVX | |
| Total Expense Ratio | 1.46 | 0.31 | 471% |
| Annual Report Gross Expense Ratio | 1.61 | 0.31 | 519% |
| Fund Existence | 19 years | 32 years | - |
| Gain YTD | -5.157 | 1.067 | -483% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 16.1B | 5% |
| Annual Yield % from dividends | 1.01 | 1.67 | 61% |
| Returns for 1 year | -7.93 | 9.45 | -84% |
| Returns for 3 years | -12.64 | 32.84 | -38% |
| Returns for 5 years | 14.99 | 105.30 | 14% |
| Returns for 10 years | -26.03 | 45.10 | -58% |
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