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COVAX vs DFSVX
COVAX vs DFSVX Comparison
Open Charts COVAX vs DFSVX
Columbia Small Cap Value II A
Price$12.35
Change-$0.78 (-5.94%)
VolumeN/A
Net Assets780.92M
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
COVAX vs DFSVX Comparison Chart
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COVAX vs. DFSVX commentary
Jun 16, 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: 14.9B vs. COVAX (781M). COVAX (1.67) and DFSVX (1.65) have matching dividends . COVAX was incepted earlier than DFSVX: COVAX (23 years) vs DFSVX (32 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 : 1.83 vs. COVAX (-24.26). DFSVX return over 5 years is better than : 86.94 vs. COVAX (9.42).
| 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 | 32 years | - |
| Gain YTD | -11.279 | -6.462 | 175% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 14.9B | 5% |
| Annual Yield % from dividends | 1.67 | 1.65 | 102% |
| Returns for 1 year | -24.26 | 1.83 | -1,325% |
| Returns for 3 years | -20.79 | 19.38 | -107% |
| Returns for 5 years | 9.42 | 86.94 | 11% |
| Returns for 10 years | -30.25 | 30.89 | -98% |
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