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CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Small Cap Value II R
Price$11.83
Change-$0.77 (-6.11%)
VolumeN/A
Net Assets780.92M
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
CCTRX vs DFSVX Comparison Chart
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CCTRX vs. DFSVX commentary
Jun 15, 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. CCTRX (781M). DFSVX pays higher dividends than CCTRX: DFSVX (1.65) vs CCTRX (1.46). 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 : 1.83 vs. CCTRX (-25.30). DFSVX return over 5 years is better than : 86.94 vs. CCTRX (6.26).
| 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 | -11.584 | -6.462 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 14.9B | 5% |
| Annual Yield % from dividends | 1.46 | 1.65 | 88% |
| Returns for 1 year | -25.30 | 1.83 | -1,382% |
| Returns for 3 years | -22.51 | 19.38 | -116% |
| Returns for 5 years | 6.26 | 86.94 | 7% |
| Returns for 10 years | -33.20 | 30.89 | -107% |
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