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CSMIX vs DFFVX
CSMIX vs DFFVX Comparison
Open Charts CSMIX vs DFFVX
Columbia Small Cap Value Discv A
Price$44.01
Change+$0.18 (+0.41%)
VolumeN/A
Net Assets1.94B
DFA US Targeted Value I
Price$37.61
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets14.08B
CSMIX vs DFFVX Comparison Chart in %
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CSMIX vs. DFFVX 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 CSMIX is a Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. CSMIX (1.94B). DFFVX pays higher dividends than CSMIX: DFFVX (1.65) vs CSMIX (0.86). CSMIX was incepted earlier than DFFVX: CSMIX (39 years) vs DFFVX (26 years). CSMIX (1.23) is less costly to investors than DFFVX (0.30). CSMIX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than CSMIX: DFFVX (0) vs CSMIX (2000). DFFVX annual gain was more profitable for investors over the last year : 10.25 vs. CSMIX (1.51). DFFVX return over 5 years is better than : 69.65 vs. CSMIX (14.92).
| CSMIX | DFFVX | CSMIX / DFFVX | |
| Total Expense Ratio | 1.20 | 0.29 | 414% |
| Annual Report Gross Expense Ratio | 1.23 | 0.30 | 410% |
| Fund Existence | 39 years | 26 years | - |
| Gain YTD | 1.763 | 10.992 | 16% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 14.1B | 14% |
| Annual Yield % from dividends | 0.86 | 1.65 | 52% |
| Returns for 1 year | 1.51 | 10.25 | 15% |
| Returns for 3 years | 17.61 | 43.33 | 41% |
| Returns for 5 years | 14.92 | 69.65 | 21% |
| Returns for 10 years | 25.45 | 99.61 | 26% |