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CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Sm Cp Val and Inflection R
Price$13.46
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets825.89M
DFA US Small Cap Value I
Price$50.09
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets16.19B
CCTRX vs DFSVX Comparison Chart in %
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CCTRX vs. DFSVX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.2B vs. CCTRX (826M). DFSVX pays higher dividends than CCTRX: DFSVX (1.69) vs CCTRX (0.94). 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 : -1.72 vs. CCTRX (-16.72). DFSVX return over 5 years is better than : 70.67 vs. CCTRX (-1.54).
| 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 | 0.598 | 4.670 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 826M | 16.2B | 5% |
| Annual Yield % from dividends | 0.94 | 1.69 | 56% |
| Returns for 1 year | -16.72 | -1.72 | 972% |
| Returns for 3 years | -14.18 | 20.64 | -69% |
| Returns for 5 years | -1.54 | 70.67 | -2% |
| Returns for 10 years | -17.77 | 63.06 | -28% |
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