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COVAX vs DFSVX
COVAX vs DFSVX Comparison
Open Charts COVAX vs DFSVX
Columbia Sm Cp Val and Inflection A
Price$13.47
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets820.5M
DFA US Small Cap Value I
Price$54.62
Change+$0.37 (+0.68%)
VolumeN/A
Net Assets17.46B
COVAX vs DFSVX Comparison Chart in %
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COVAX vs. DFSVX commentary
Jan 15, 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 COVAX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. COVAX (821M). DFSVX pays higher dividends than COVAX: DFSVX (1.69) vs COVAX (0.59). COVAX was incepted earlier than DFSVX: COVAX (24 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 : 13.71 vs. COVAX (-2.64). DFSVX return over 5 years is better than : 55.39 vs. COVAX (-21.34).
| COVAX | DFSVX | COVAX / DFSVX | |
| Total Expense Ratio | 1.21 | 0.31 | 390% |
| Annual Report Gross Expense Ratio | 1.36 | 0.31 | 439% |
| Fund Existence | 24 years | 33 years | - |
| Gain YTD | 4.907 | 5.771 | 85% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 17.5B | 5% |
| Annual Yield % from dividends | 0.59 | 1.69 | 35% |
| Returns for 1 year | -2.64 | 13.71 | -19% |
| Returns for 3 years | -14.38 | 37.53 | -38% |
| Returns for 5 years | -21.34 | 55.39 | -39% |
| Returns for 10 years | 3.95 | 114.57 | 3% |
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