CCVAX
Price
$28.93
Change
-$3.10 (-9.68%)
Updated
Feb 3 closing price
Net Assets
1.8B
DFSTX
Price
$55.81
Change
+$4.54 (+8.86%)
Updated
Feb 3 closing price
Net Assets
18.14B
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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$28.93
Change-$3.10 (-9.68%)
VolumeN/A
Net Assets1.8B
DFA US Small Cap I
Price$55.81
Change+$4.54 (+8.86%)
VolumeN/A
Net Assets18.14B
CCVAX vs DFSTX Comparison Chart in %
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CCVAX vs. DFSTX commentary
Feb 05, 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 CCVAX is a Hold and DFSTX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. CCVAX (1.8B). DFSTX pays higher dividends than CCVAX: DFSTX (1.02) vs CCVAX (0.08). 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: 34.00 vs. DFSTX (5.00). 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 : 13.21 vs. CCVAX (-15.73). DFSTX return over 5 years is better than : 38.07 vs. CCVAX (-8.08).
CCVAXDFSTXCCVAX / DFSTX
Total Expense Ratio1.190.27441%
Annual Report Gross Expense Ratio1.190.28425%
Fund Existence21 years34 years-
Gain YTD4.3276.75264%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.8B18.1B10%
Annual Yield % from dividends0.081.028%
Returns for 1 year-15.7313.21-119%
Returns for 3 years-5.3233.64-16%
Returns for 5 years-8.0838.07-21%
Returns for 10 years59.14131.3145%
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