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CSMIX vs DFSVX
CSMIX vs DFSVX Comparison
Open Charts CSMIX vs DFSVX
Columbia Small Cap Value I A
Price$41.41
Change-$0.80 (-1.90%)
VolumeN/A
Net Assets1.56B
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets15.16B
CSMIX vs DFSVX Comparison Chart
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CSMIX vs. DFSVX commentary
Jun 14, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.2B vs. CSMIX (1.56B). DFSVX pays higher dividends than CSMIX: DFSVX (1.65) vs CSMIX (0.53). CSMIX was incepted earlier than DFSVX: CSMIX (39 years) vs DFSVX (32 years). CSMIX (1.25) is less costly to investors than DFSVX (0.31). CSMIX is a more actively managed with annual turnover of: 79.00 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 : 1.83 vs. CSMIX (-1.65). DFSVX return over 5 years is better than : 86.94 vs. CSMIX (47.32).
| CSMIX | DFSVX | CSMIX / DFSVX | |
| Total Expense Ratio | 1.20 | 0.31 | 387% |
| Annual Report Gross Expense Ratio | 1.25 | 0.31 | 403% |
| Fund Existence | 39 years | 32 years | - |
| Gain YTD | -4.695 | -6.462 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 15.2B | 10% |
| Annual Yield % from dividends | 0.53 | 1.65 | 32% |
| Returns for 1 year | -1.65 | 1.83 | -90% |
| Returns for 3 years | 9.60 | 19.38 | 50% |
| Returns for 5 years | 47.32 | 86.94 | 54% |
| Returns for 10 years | -3.76 | 30.89 | -12% |
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