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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
Columbia Small Cap Value Discv A
Price$48.04
Change+$0.76 (+1.61%)
VolumeN/A
Net Assets1.92B
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
CSMIX vs DFSVX Comparison Chart in %
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CSMIX vs. DFSVX 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. CSMIX (1.92B). DFSVX pays higher dividends than CSMIX: DFSVX (1.62) vs CSMIX (0.86). CSMIX was incepted earlier than DFSVX: CSMIX (39 years) vs DFSVX (33 years). CSMIX (1.23) is less costly to investors than DFSVX (0.31). CSMIX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than CSMIX: DFSVX (0) vs CSMIX (2000). CSMIX annual gain was more profitable for investors over the last year : 0.16 vs. DFSVX (-1.41). DFSVX return over 5 years is better than : 64.61 vs. CSMIX (28.12).
| CSMIX | DFSVX | CSMIX / DFSVX | |
| Total Expense Ratio | 1.20 | 0.31 | 387% |
| Annual Report Gross Expense Ratio | 1.23 | 0.31 | 397% |
| Fund Existence | 39 years | 33 years | - |
| Gain YTD | 9.625 | 7.303 | 132% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 16.7B | 11% |
| Annual Yield % from dividends | 0.86 | 1.62 | 53% |
| Returns for 1 year | 0.16 | -1.41 | -11% |
| Returns for 3 years | 20.35 | 21.80 | 93% |
| Returns for 5 years | 28.12 | 64.61 | 44% |
| Returns for 10 years | 30.55 | 61.86 | 49% |
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