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CSCZX vs DFSVX
CSCZX vs DFSVX Comparison
Open Charts CSCZX vs DFSVX
Columbia Small Cap Value I Inst
Price$48.96
Change-$0.95 (-1.90%)
VolumeN/A
Net Assets1.53B
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
CSCZX vs DFSVX Comparison Chart
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CSCZX vs. DFSVX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. CSCZX (1.53B). DFSVX pays higher dividends than CSCZX: DFSVX (1.65) vs CSCZX (0.63). 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: 79.00 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 : 1.83 vs. CSCZX (-0.50). DFSVX return over 5 years is better than : 86.94 vs. CSCZX (55.39).
| 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 | -4.599 | -6.462 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 14.9B | 10% |
| Annual Yield % from dividends | 0.63 | 1.65 | 38% |
| Returns for 1 year | -0.50 | 1.83 | -27% |
| Returns for 3 years | 13.50 | 19.38 | 70% |
| Returns for 5 years | 55.39 | 86.94 | 64% |
| Returns for 10 years | 6.69 | 30.89 | 22% |
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