CCVAX
Price
$32.03
Change
+$0.18 (+0.57%)
Updated
Oct 17 closing price
Net Assets
2.37B
DFSTX
Price
$50.88
Change
+$0.01 (+0.02%)
Updated
Oct 17 closing price
Net Assets
16.83B
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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$32.03
Change+$0.18 (+0.57%)
VolumeN/A
Net Assets2.37B
DFA US Small Cap I
Price$50.88
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets16.83B
CCVAX vs DFSTX Comparison Chart in %
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CCVAX vs. DFSTX commentary
Oct 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. CCVAX (2.37B). DFSTX pays higher dividends than CCVAX: DFSTX (1.07) vs CCVAX (0.14). 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 : 3.09 vs. CCVAX (-7.09). DFSTX return over 5 years is better than : 62.62 vs. CCVAX (25.43).
CCVAXDFSTXCCVAX / DFSTX
Total Expense Ratio1.190.27441%
Annual Report Gross Expense Ratio1.190.28425%
Fund Existence21 years34 years-
Gain YTD-4.8994.893-100%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.37B16.8B14%
Annual Yield % from dividends0.141.0713%
Returns for 1 year-7.093.09-230%
Returns for 3 years19.3334.0657%
Returns for 5 years25.4362.6241%
Returns for 10 years38.3473.6052%
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