CSMIX
Price
$44.92
Change
-$0.88 (-1.92%)
Updated
Nov 13 closing price
Net Assets
1.82B
DFFVX
Price
$35.41
Change
-$0.43 (-1.20%)
Updated
Nov 13 closing price
Net Assets
13.3B
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CSMIX vs DFFVX

Header iconCSMIX vs DFFVX Comparison
Open Charts CSMIX vs DFFVXBanner chart's image
Columbia Small Cap Value Discv A
Price$44.92
Change-$0.88 (-1.92%)
VolumeN/A
Net Assets1.82B
DFA US Targeted Value I
Price$35.41
Change-$0.43 (-1.20%)
VolumeN/A
Net Assets13.3B
CSMIX vs DFFVX Comparison Chart in %
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CSMIX vs. DFFVX commentary
Nov 14, 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 StrongBuy and DFFVX is a Buy.

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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. CSMIX (1.82B). DFFVX pays higher dividends than CSMIX: DFFVX (1.72) vs CSMIX (0.89). 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). CSMIX annual gain was more profitable for investors over the last year : 0.89 vs. DFFVX (-0.18). DFFVX return over 5 years is better than : 79.20 vs. CSMIX (33.11).
CSMIXDFFVXCSMIX / DFFVX
Total Expense Ratio1.200.29414%
Annual Report Gross Expense Ratio1.230.30410%
Fund Existence39 years26 years-
Gain YTD5.9025.769102%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.82B13.3B14%
Annual Yield % from dividends0.891.7252%
Returns for 1 year0.89-0.18-489%
Returns for 3 years17.6125.6969%
Returns for 5 years33.1179.2042%
Returns for 10 years28.3880.6735%
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