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COVAX vs DFSVX
COVAX vs DFSVX Comparison
Open Charts COVAX vs DFSVX
Columbia Sm Cp Val and Inflection A
Price$13.89
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets828.74M
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
COVAX vs DFSVX Comparison Chart in %
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COVAX vs. DFSVX 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 COVAX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. COVAX (829M). DFSVX pays higher dividends than COVAX: DFSVX (1.66) vs COVAX (1.12). COVAX was incepted earlier than DFSVX: COVAX (23 years) vs DFSVX (33 years). COVAX (1.36) is less costly to investors than DFSVX (0.31). COVAX is a more actively managed with annual turnover of: 70.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than COVAX: DFSVX (0) vs COVAX (2000). DFSVX annual gain was more profitable for investors over the last year : 0.38 vs. COVAX (-13.37). DFSVX return over 5 years is better than : 80.47 vs. COVAX (9.08).
| COVAX | DFSVX | COVAX / DFSVX | |
| Total Expense Ratio | 1.21 | 0.31 | 390% |
| Annual Report Gross Expense Ratio | 1.36 | 0.31 | 439% |
| Fund Existence | 23 years | 33 years | - |
| Gain YTD | -0.216 | 2.475 | -9% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 829M | 15.9B | 5% |
| Annual Yield % from dividends | 1.12 | 1.66 | 67% |
| Returns for 1 year | -13.37 | 0.38 | -3,491% |
| Returns for 3 years | -6.81 | 28.43 | -24% |
| Returns for 5 years | 9.08 | 80.47 | 11% |
| Returns for 10 years | -16.03 | 55.60 | -29% |
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