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CSMIX vs DFFVX
CSMIX vs DFFVX Comparison
Open Charts CSMIX vs DFFVX
Columbia Small Cap Value Discv A
Price$45.94
Change+$0.30 (+0.66%)
VolumeN/A
Net Assets1.8B
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.95B
CSMIX vs DFFVX Comparison Chart in %
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CSMIX vs. DFFVX commentary
Sep 08, 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: 13.9B vs. CSMIX (1.8B). DFFVX pays higher dividends than CSMIX: DFFVX (1.50) vs CSMIX (0.90). CSMIX was incepted earlier than DFFVX: CSMIX (39 years) vs DFFVX (26 years). CSMIX (1.25) 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 : 13.85 vs. CSMIX (11.52). DFFVX return over 5 years is better than : 105.61 vs. CSMIX (50.40).
| 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 | 26 years | - |
| Gain YTD | 6.226 | 8.027 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 13.9B | 13% |
| Annual Yield % from dividends | 0.90 | 1.50 | 60% |
| Returns for 1 year | 11.52 | 13.85 | 83% |
| Returns for 3 years | 27.52 | 40.17 | 69% |
| Returns for 5 years | 50.40 | 105.61 | 48% |
| Returns for 10 years | 16.45 | 83.26 | 20% |
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