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CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Sm Cp Val and Inflection R
Price$13.65
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets895.63M
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
CCTRX vs DFSVX Comparison Chart in %
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CCTRX vs. DFSVX commentary
Sep 08, 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: 16.8B vs. CCTRX (896M). DFSVX pays higher dividends than CCTRX: DFSVX (1.52) 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 : 11.40 vs. CCTRX (-5.91). DFSVX return over 5 years is better than : 94.21 vs. CCTRX (13.58).
| 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 | 2.018 | 6.765 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 16.8B | 5% |
| Annual Yield % from dividends | 0.94 | 1.52 | 62% |
| Returns for 1 year | -5.91 | 11.40 | -52% |
| Returns for 3 years | -7.22 | 35.36 | -20% |
| Returns for 5 years | 13.58 | 94.21 | 14% |
| Returns for 10 years | -15.20 | 64.86 | -23% |
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