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CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Sm Cp Val and Inflection R
Price$13.60
Change-$0.06 (-0.44%)
VolumeN/A
Net Assets821.4M
DFA US Small Cap Value I
Price$51.25
Change-$0.10 (-0.19%)
VolumeN/A
Net Assets16.49B
CCTRX vs DFSVX Comparison Chart in %
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CCTRX vs. DFSVX commentary
Dec 04, 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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. CCTRX (821M). DFSVX pays higher dividends than CCTRX: DFSVX (1.62) vs CCTRX (0.92). 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 : -1.41 vs. CCTRX (-17.35). DFSVX return over 5 years is better than : 64.61 vs. CCTRX (-7.82).
| 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 | 2.093 | 7.303 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 16.5B | 5% |
| Annual Yield % from dividends | 0.92 | 1.62 | 57% |
| Returns for 1 year | -17.35 | -1.41 | 1,227% |
| Returns for 3 years | -14.55 | 21.80 | -67% |
| Returns for 5 years | -7.82 | 64.61 | -12% |
| Returns for 10 years | -9.86 | 61.86 | -16% |
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