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COVAX vs DFSVX
COVAX vs DFSVX Comparison
Open Charts COVAX vs DFSVX
Columbia Small Cap Value II A
Price$13.25
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets863.36M
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
COVAX vs DFSVX Comparison Chart in %
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COVAX vs. DFSVX commentary
Jul 07, 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 StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. COVAX (863M). DFSVX pays higher dividends than COVAX: DFSVX (1.67) vs COVAX (1.21). 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 : 9.45 vs. COVAX (-7.10). DFSVX return over 5 years is better than : 105.30 vs. COVAX (18.40).
| 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 | -4.813 | 1.067 | -451% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 16.1B | 5% |
| Annual Yield % from dividends | 1.21 | 1.67 | 73% |
| Returns for 1 year | -7.10 | 9.45 | -75% |
| Returns for 3 years | -10.76 | 32.84 | -33% |
| Returns for 5 years | 18.40 | 105.30 | 17% |
| Returns for 10 years | -22.78 | 45.10 | -51% |
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