CSMIX
Price
$48.04
Change
+$0.76 (+1.61%)
Updated
Dec 3 closing price
Net Assets
1.92B
DFFVX
Price
$37.14
Change
+$0.59 (+1.61%)
Updated
Dec 3 closing price
Net Assets
13.9B
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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$48.04
Change+$0.76 (+1.61%)
VolumeN/A
Net Assets1.92B
DFA US Targeted Value I
Price$37.14
Change+$0.59 (+1.61%)
VolumeN/A
Net Assets13.9B
CSMIX vs DFFVX Comparison Chart in %
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CSMIX vs. DFFVX commentary
Dec 04, 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 Hold and DFFVX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. CSMIX (1.92B). 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). CSMIX annual gain was more profitable for investors over the last year : 0.16 vs. DFFVX (-0.27). DFFVX return over 5 years is better than : 71.07 vs. CSMIX (28.12).
CSMIXDFFVXCSMIX / DFFVX
Total Expense Ratio1.200.29414%
Annual Report Gross Expense Ratio1.230.30410%
Fund Existence39 years26 years-
Gain YTD9.6258.159118%
Front Load6%N/A-
Min. Initial Investment20000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.92B13.9B14%
Annual Yield % from dividends0.861.6552%
Returns for 1 year0.16-0.27-57%
Returns for 3 years20.3526.6676%
Returns for 5 years28.1271.0740%
Returns for 10 years30.5579.5938%
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