CSVIX
Price
$35.65
Change
+$0.46 (+1.31%)
Updated
Oct 20 closing price
Net Assets
2.37B
DFSTX
Price
$51.67
Change
+$0.79 (+1.55%)
Updated
Oct 20 closing price
Net Assets
16.83B
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CSVIX vs DFSTX

Header iconCSVIX vs DFSTX Comparison
Open Charts CSVIX vs DFSTXBanner chart's image
Calvert Small-Cap I
Price$35.65
Change+$0.46 (+1.31%)
VolumeN/A
Net Assets2.37B
DFA US Small Cap I
Price$51.67
Change+$0.79 (+1.55%)
VolumeN/A
Net Assets16.83B
CSVIX vs DFSTX Comparison Chart in %
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VS
CSVIX vs. DFSTX commentary
Oct 21, 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 CSVIX is a Hold and DFSTX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. CSVIX (2.37B). DFSTX pays higher dividends than CSVIX: DFSTX (1.07) vs CSVIX (0.33). CSVIX was incepted earlier than DFSTX: CSVIX (20 years) vs DFSTX (34 years). CSVIX (0.94) is less costly to investors than DFSTX (0.28). CSVIX is a more actively managed with annual turnover of: 32.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than CSVIX: DFSTX (0) vs CSVIX (1000000). DFSTX annual gain was more profitable for investors over the last year : 3.09 vs. CSVIX (-6.75). DFSTX return over 5 years is better than : 62.62 vs. CSVIX (27.88).
CSVIXDFSTXCSVIX / DFSTX
Total Expense Ratio0.940.27348%
Annual Report Gross Expense Ratio0.940.28336%
Fund Existence20 years34 years-
Gain YTD-4.7374.893-97%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.37B16.8B14%
Annual Yield % from dividends0.331.0731%
Returns for 1 year-6.753.09-219%
Returns for 3 years20.4834.0660%
Returns for 5 years27.8862.6245%
Returns for 10 years46.1673.6063%
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