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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
Columbia Small Cap Value Discv A
Price$44.01
Change+$0.18 (+0.41%)
VolumeN/A
Net Assets1.94B
DFA US Small Cap Value I
Price$52.48
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets16.76B
CSMIX vs DFSVX Comparison Chart in %
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CSMIX vs. DFSVX commentary
Dec 26, 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. CSMIX (1.94B). 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). DFSVX annual gain was more profitable for investors over the last year : 9.08 vs. CSMIX (1.51). DFSVX return over 5 years is better than : 62.40 vs. CSMIX (14.92).
| 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 | 1.763 | 9.664 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 16.8B | 12% |
| Annual Yield % from dividends | 0.86 | 1.62 | 53% |
| Returns for 1 year | 1.51 | 9.08 | 17% |
| Returns for 3 years | 17.61 | 39.53 | 45% |
| Returns for 5 years | 14.92 | 62.40 | 24% |
| Returns for 10 years | 25.45 | 79.47 | 32% |
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