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CSCZX vs DFSVX
CSCZX vs DFSVX Comparison
Open Charts CSCZX vs DFSVX
Columbia Small Cap Value Discv Inst
Price$55.46
Change+$0.27 (+0.49%)
VolumeN/A
Net Assets2.06B
DFA US Small Cap Value I
Price$54.62
Change+$0.37 (+0.68%)
VolumeN/A
Net Assets17.46B
CSCZX vs DFSVX Comparison Chart in %
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CSCZX vs. DFSVX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. CSCZX (2.06B). CSCZX pays higher dividends than DFSVX: CSCZX (1.96) vs DFSVX (1.69). 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 : 13.71 vs. CSCZX (10.29). DFSVX return over 5 years is better than : 55.39 vs. CSCZX (21.61).
| 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 | 5.860 | 5.771 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 17.5B | 12% |
| Annual Yield % from dividends | 1.96 | 1.69 | 116% |
| Returns for 1 year | 10.29 | 13.71 | 75% |
| Returns for 3 years | 20.94 | 37.53 | 56% |
| Returns for 5 years | 21.61 | 55.39 | 39% |
| Returns for 10 years | 70.90 | 114.57 | 62% |
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