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CCTRX vs DFSVX
CCTRX vs DFSVX Comparison
Open Charts CCTRX vs DFSVX
Columbia Sm Cp Val and Inflection R
Price$13.24
Change-$0.07 (-0.53%)
VolumeN/A
Net Assets821.13M
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
CCTRX vs DFSVX Comparison Chart in %
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CCTRX vs. DFSVX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.9B vs. CCTRX (821M). DFSVX pays higher dividends than CCTRX: DFSVX (1.58) vs CCTRX (0.38). 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 (7.00). CCTRX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. CCTRX (-0.93). DFSVX return over 5 years is better than : 55.54 vs. CCTRX (-23.27).
| 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 | 33 years | - |
| Gain YTD | 8.082 | 9.431 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 17.9B | 5% |
| Annual Yield % from dividends | 0.38 | 1.58 | 24% |
| Returns for 1 year | -0.93 | 17.52 | -5% |
| Returns for 3 years | -17.87 | 35.91 | -50% |
| Returns for 5 years | -23.27 | 55.54 | -42% |
| Returns for 10 years | 2.91 | 121.92 | 2% |
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