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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
Columbia Small Cap Value Discv A
Price$45.89
Change+$0.22 (+0.48%)
VolumeN/A
Net Assets2.06B
DFA US Small Cap Value I
Price$54.62
Change+$0.37 (+0.68%)
VolumeN/A
Net Assets17.46B
CSMIX vs DFSVX Comparison Chart in %
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CSMIX vs. DFSVX commentary
Jan 16, 2026
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: 17.5B vs. CSMIX (2.06B). CSMIX pays higher dividends than DFSVX: CSMIX (2.07) vs DFSVX (1.69). CSMIX was incepted earlier than DFSVX: CSMIX (40 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 : 13.71 vs. CSMIX (7.93). DFSVX return over 5 years is better than : 55.39 vs. CSMIX (12.93).
| CSMIX | DFSVX | CSMIX / DFSVX | |
| Total Expense Ratio | 1.20 | 0.31 | 387% |
| Annual Report Gross Expense Ratio | 1.23 | 0.31 | 397% |
| Fund Existence | 40 years | 33 years | - |
| Gain YTD | 5.835 | 5.771 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 17.5B | 12% |
| Annual Yield % from dividends | 2.07 | 1.69 | 122% |
| Returns for 1 year | 7.93 | 13.71 | 58% |
| Returns for 3 years | 15.47 | 37.53 | 41% |
| Returns for 5 years | 12.93 | 55.39 | 23% |
| Returns for 10 years | 52.23 | 114.57 | 46% |
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