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CSCZX vs DFSVX
CSCZX vs DFSVX Comparison
Open Charts CSCZX vs DFSVX
Columbia Small Cap Value Discv Inst
Price$55.17
Change+$0.68 (+1.25%)
VolumeN/A
Net Assets1.81B
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
CSCZX vs DFSVX Comparison Chart in %
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CSCZX vs. DFSVX commentary
Sep 28, 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 CSCZX is a Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. CSCZX (1.81B). DFSVX pays higher dividends than CSCZX: DFSVX (1.52) vs CSCZX (0.98). CSCZX was incepted earlier than DFSVX: CSCZX (30 years) vs DFSVX (33 years). CSCZX (1.00) is less costly to investors than DFSVX (0.31). CSCZX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than CSCZX: DFSVX (0) vs CSCZX (2000). CSCZX annual gain was more profitable for investors over the last year : 9.56 vs. DFSVX (6.87). DFSVX return over 5 years is better than : 108.39 vs. CSCZX (74.20).
| CSCZX | DFSVX | CSCZX / DFSVX | |
| Total Expense Ratio | 0.95 | 0.31 | 306% |
| Annual Report Gross Expense Ratio | 1.00 | 0.31 | 323% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 8.013 | 5.663 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 16.5B | 11% |
| Annual Yield % from dividends | 0.98 | 1.52 | 64% |
| Returns for 1 year | 9.56 | 6.87 | 139% |
| Returns for 3 years | 43.69 | 43.95 | 99% |
| Returns for 5 years | 74.20 | 108.39 | 68% |
| Returns for 10 years | 38.29 | 73.20 | 52% |
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