CCVAX
Price
$32.01
Change
+$0.49 (+1.55%)
Updated
Dec 3 closing price
Net Assets
2.1B
DFSTX
Price
$52.78
Change
+$0.73 (+1.40%)
Updated
Dec 3 closing price
Net Assets
17.32B
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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$32.01
Change+$0.49 (+1.55%)
VolumeN/A
Net Assets2.1B
DFA US Small Cap I
Price$52.78
Change+$0.73 (+1.40%)
VolumeN/A
Net Assets17.32B
CCVAX vs DFSTX Comparison Chart in %
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CCVAX vs. DFSTX commentary
Dec 04, 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: 17.3B vs. CCVAX (2.1B). DFSTX pays higher dividends than CCVAX: DFSTX (1.05) 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 : -1.01 vs. CCVAX (-13.69). DFSTX return over 5 years is better than : 48.90 vs. CCVAX (12.98).
CCVAXDFSTXCCVAX / DFSTX
Total Expense Ratio1.190.27441%
Annual Report Gross Expense Ratio1.190.28425%
Fund Existence21 years34 years-
Gain YTD-6.1767.490-82%
Front Load5%N/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B17.3B12%
Annual Yield % from dividends0.151.0514%
Returns for 1 year-13.69-1.011,362%
Returns for 3 years7.7925.4131%
Returns for 5 years12.9848.9027%
Returns for 10 years37.5574.8350%
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