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CRRRX vs DFSVX
CRRRX vs DFSVX Comparison
Open Charts CRRRX vs DFSVX
Columbia Small Cap Value II Inst2
Price$14.46
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets863.36M
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
CRRRX vs DFSVX Comparison Chart in %
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CRRRX 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 CRRRX is a StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. CRRRX (863M). DFSVX pays higher dividends than CRRRX: DFSVX (1.67) vs CRRRX (1.46). CRRRX was incepted earlier than DFSVX: CRRRX (13 years) vs DFSVX (32 years). CRRRX (0.94) is less costly to investors than DFSVX (0.31). CRRRX is a more actively managed with annual turnover of: 70.00 vs. DFSVX (12.00). CRRRX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. CRRRX (-5.53). DFSVX return over 5 years is better than : 105.30 vs. CRRRX (24.73).
| CRRRX | DFSVX | CRRRX / DFSVX | |
| Total Expense Ratio | 0.81 | 0.31 | 261% |
| Annual Report Gross Expense Ratio | 0.94 | 0.31 | 303% |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | -4.238 | 1.067 | -397% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 863M | 16.1B | 5% |
| Annual Yield % from dividends | 1.46 | 1.67 | 88% |
| Returns for 1 year | -5.53 | 9.45 | -59% |
| Returns for 3 years | -7.31 | 32.84 | -22% |
| Returns for 5 years | 24.73 | 105.30 | 23% |
| Returns for 10 years | -16.53 | 45.10 | -37% |
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