CSVIX
Price
$32.43
Change
+$0.18 (+0.56%)
Updated
Jan 14 closing price
Net Assets
1.88B
DFSTX
Price
$55.40
Change
+$0.25 (+0.45%)
Updated
Jan 14 closing price
Net Assets
18.08B
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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$32.43
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets1.88B
DFA US Small Cap I
Price$55.40
Change+$0.25 (+0.45%)
VolumeN/A
Net Assets18.08B
CSVIX vs DFSTX Comparison Chart in %
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VS
CSVIX vs. DFSTX commentary
Jan 15, 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 CSVIX is a Hold and DFSTX is a Hold.

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FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. CSVIX (1.88B). DFSTX pays higher dividends than CSVIX: DFSTX (1.08) vs CSVIX (0.28). CSVIX was incepted earlier than DFSTX: CSVIX (21 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: 34.00 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 : 13.84 vs. CSVIX (-12.39). DFSTX return over 5 years is better than : 40.65 vs. CSVIX (-2.45).
CSVIXDFSTXCSVIX / DFSTX
Total Expense Ratio0.940.27348%
Annual Report Gross Expense Ratio0.940.28336%
Fund Existence21 years34 years-
Gain YTD5.2925.96889%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.88B18.1B10%
Annual Yield % from dividends0.281.0826%
Returns for 1 year-12.3913.84-90%
Returns for 3 years2.2239.226%
Returns for 5 years-2.4540.65-6%
Returns for 10 years69.43127.8254%
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