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CSMIX vs DFFVX
CSMIX vs DFFVX Comparison
Open Charts CSMIX vs DFFVX
Columbia Small Cap Value I A
Price$41.41
Change-$0.80 (-1.90%)
VolumeN/A
Net Assets1.56B
DFA US Targeted Value I
Price$32.46
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets12.77B
CSMIX vs DFFVX Comparison Chart
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CSMIX vs. DFFVX commentary
Jun 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 Buy and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.8B vs. CSMIX (1.56B). DFFVX pays higher dividends than CSMIX: DFFVX (1.62) vs CSMIX (0.53). CSMIX was incepted earlier than DFFVX: CSMIX (39 years) vs DFFVX (25 years). CSMIX (1.25) is less costly to investors than DFFVX (0.30). CSMIX is a more actively managed with annual turnover of: 79.00 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 : 3.74 vs. CSMIX (-1.65). DFFVX return over 5 years is better than : 98.41 vs. CSMIX (47.32).
| CSMIX | DFFVX | CSMIX / DFFVX | |
| Total Expense Ratio | 1.20 | 0.29 | 414% |
| Annual Report Gross Expense Ratio | 1.25 | 0.30 | 417% |
| Fund Existence | 39 years | 25 years | - |
| Gain YTD | -4.695 | -5.144 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 12.8B | 12% |
| Annual Yield % from dividends | 0.53 | 1.62 | 33% |
| Returns for 1 year | -1.65 | 3.74 | -44% |
| Returns for 3 years | 9.60 | 23.80 | 40% |
| Returns for 5 years | 47.32 | 98.41 | 48% |
| Returns for 10 years | -3.76 | 47.01 | -8% |
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