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CSCZX vs DFSVX
CSCZX vs DFSVX Comparison
Open Charts CSCZX vs DFSVX
Columbia Small Cap Value Discv Inst
Price$53.18
Change+$0.22 (+0.42%)
VolumeN/A
Net Assets1.94B
DFA US Small Cap Value I
Price$52.48
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets16.76B
CSCZX vs DFSVX Comparison Chart in %
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CSCZX vs. DFSVX commentary
Dec 26, 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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. CSCZX (1.94B). DFSVX pays higher dividends than CSCZX: DFSVX (1.62) vs CSCZX (0.93). CSCZX was incepted earlier than DFSVX: CSCZX (30 years) vs DFSVX (33 years). CSCZX (0.98) 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). DFSVX annual gain was more profitable for investors over the last year : 9.08 vs. CSCZX (3.85). DFSVX return over 5 years is better than : 62.40 vs. CSCZX (23.90).
| CSCZX | DFSVX | CSCZX / DFSVX | |
| Total Expense Ratio | 0.95 | 0.31 | 306% |
| Annual Report Gross Expense Ratio | 0.98 | 0.31 | 316% |
| Fund Existence | 30 years | 33 years | - |
| Gain YTD | 4.117 | 9.664 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 16.8B | 12% |
| Annual Yield % from dividends | 0.93 | 1.62 | 57% |
| Returns for 1 year | 3.85 | 9.08 | 42% |
| Returns for 3 years | 23.33 | 39.53 | 59% |
| Returns for 5 years | 23.90 | 62.40 | 38% |
| Returns for 10 years | 41.00 | 79.47 | 52% |
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