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CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Small Cap Value II R
Price$13.02
Change-$0.08 (-0.61%)
VolumeN/A
Net Assets868.39M
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
CCTRX vs DFSVX Comparison Chart in %
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CCTRX vs. DFSVX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. CCTRX (868M). DFSVX pays higher dividends than CCTRX: DFSVX (1.64) vs CCTRX (1.00). CCTRX was incepted earlier than DFSVX: CCTRX (20 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 : 5.62 vs. CCTRX (-9.94). DFSVX return over 5 years is better than : 80.15 vs. CCTRX (5.27).
| 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 | 32 years | - |
| Gain YTD | -2.691 | 1.483 | -181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 868M | 16.1B | 5% |
| Annual Yield % from dividends | 1.00 | 1.64 | 61% |
| Returns for 1 year | -9.94 | 5.62 | -177% |
| Returns for 3 years | -20.86 | 16.09 | -130% |
| Returns for 5 years | 5.27 | 80.15 | 7% |
| Returns for 10 years | -23.46 | 50.63 | -46% |
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