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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
Columbia Small Cap Value Discv A
Price$45.77
Change-$0.09 (-0.20%)
VolumeN/A
Net Assets1.82B
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
CSMIX vs DFSVX Comparison Chart in %
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CSMIX vs. DFSVX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. CSMIX (1.82B). DFSVX pays higher dividends than CSMIX: DFSVX (1.66) vs CSMIX (0.88). 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 : 4.00 vs. DFSVX (0.38). DFSVX return over 5 years is better than : 80.47 vs. CSMIX (46.09).
| 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 | 5.833 | 2.475 | 236% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 15.9B | 11% |
| Annual Yield % from dividends | 0.88 | 1.66 | 53% |
| Returns for 1 year | 4.00 | 0.38 | 1,046% |
| Returns for 3 years | 27.60 | 28.43 | 97% |
| Returns for 5 years | 46.09 | 80.47 | 57% |
| Returns for 10 years | 11.93 | 55.60 | 21% |
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