CCVAX
Price
$31.13
Change
-$0.43 (-1.36%)
Updated
Nov 13 closing price
Net Assets
2.22B
DFSTX
Price
$50.51
Change
-$0.94 (-1.83%)
Updated
Nov 13 closing price
Net Assets
16.58B
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CCVAX vs DFSTX

Header iconCCVAX vs DFSTX Comparison
Open Charts CCVAX vs DFSTXBanner chart's image
Calvert Small-Cap A
Price$31.13
Change-$0.43 (-1.36%)
VolumeN/A
Net Assets2.22B
DFA US Small Cap I
Price$50.51
Change-$0.94 (-1.83%)
VolumeN/A
Net Assets16.58B
CCVAX vs DFSTX Comparison Chart in %
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CCVAX vs. DFSTX commentary
Nov 14, 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 CCVAX is a Hold and DFSTX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.6B vs. CCVAX (2.22B). DFSTX pays higher dividends than CCVAX: DFSTX (1.08) vs CCVAX (0.15). CCVAX was incepted earlier than DFSTX: CCVAX (21 years) vs DFSTX (34 years). CCVAX (1.19) is less costly to investors than DFSTX (0.28). CCVAX is a more actively managed with annual turnover of: 32.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than CCVAX: DFSTX (0) vs CCVAX (1000). DFSTX annual gain was more profitable for investors over the last year : -0.31 vs. CCVAX (-12.29). DFSTX return over 5 years is better than : 54.99 vs. CCVAX (16.36).
CCVAXDFSTXCCVAX / DFSTX
Total Expense Ratio1.190.27441%
Annual Report Gross Expense Ratio1.190.28425%
Fund Existence21 years34 years-
Gain YTD-6.2956.068-104%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.22B16.6B13%
Annual Yield % from dividends0.151.0814%
Returns for 1 year-12.29-0.313,929%
Returns for 3 years10.7425.8442%
Returns for 5 years16.3654.9930%
Returns for 10 years41.2478.4453%
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