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CSCZX vs DFSVX
CSCZX vs DFSVX Comparison
Open Charts CSCZX vs DFSVX
Columbia Small Cap Value I Inst
Price$51.41
Change+$0.09 (+0.18%)
VolumeN/A
Net Assets1.7B
DFA US Small Cap Value I
Price$48.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets16.01B
CSCZX vs DFSVX Comparison Chart in %
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CSCZX vs. DFSVX commentary
Jul 29, 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 StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. CSCZX (1.7B). DFSVX pays higher dividends than CSCZX: DFSVX (1.67) vs CSCZX (1.07). CSCZX was incepted earlier than DFSVX: CSCZX (30 years) vs DFSVX (32 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 : -0.22 vs. DFSVX (-1.12). DFSVX return over 5 years is better than : 89.74 vs. CSCZX (57.96).
| 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 | 32 years | - |
| Gain YTD | 0.652 | 0.838 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 16B | 11% |
| Annual Yield % from dividends | 1.07 | 1.67 | 64% |
| Returns for 1 year | -0.22 | -1.12 | 20% |
| Returns for 3 years | 17.55 | 21.63 | 81% |
| Returns for 5 years | 57.96 | 89.74 | 65% |
| Returns for 10 years | 17.50 | 49.02 | 36% |