CSVIX
Price
$31.53
Change
+$0.05 (+0.16%)
Updated
Dec 24 closing price
Net Assets
2.1B
DFSTX
Price
$53.51
Change
+$0.15 (+0.28%)
Updated
Dec 24 closing price
Net Assets
17.54B
Interact to see
Advertisement

CSVIX vs DFSTX

Header iconCSVIX vs DFSTX Comparison
Open Charts CSVIX vs DFSTXBanner chart's image
Calvert Small-Cap I
Price$31.53
Change+$0.05 (+0.16%)
VolumeN/A
Net Assets2.1B
DFA US Small Cap I
Price$53.51
Change+$0.15 (+0.28%)
VolumeN/A
Net Assets17.54B
CSVIX vs DFSTX Comparison Chart in %
View a ticker or compare two or three
VS
CSVIX vs. DFSTX commentary
Dec 26, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.5B vs. CSVIX (2.1B). DFSTX pays higher dividends than CSVIX: DFSTX (1.05) vs CSVIX (0.33). 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 : 8.98 vs. CSVIX (-15.88). DFSTX return over 5 years is better than : 45.03 vs. CSVIX (-1.97).
CSVIXDFSTXCSVIX / DFSTX
Total Expense Ratio0.940.27348%
Annual Report Gross Expense Ratio0.940.28336%
Fund Existence21 years34 years-
Gain YTD-14.64510.315-142%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.1B17.5B12%
Annual Yield % from dividends0.331.0532%
Returns for 1 year-15.888.98-177%
Returns for 3 years6.0442.5614%
Returns for 5 years-1.9745.03-4%
Returns for 10 years47.9295.0850%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
SSAAY3.77N/A
N/A
SSab Swedish Steel AB
CHHGF0.23N/A
N/A
Chen Hsong Holdings Ltd.
ACKAY13.14N/A
N/A
Arcelik A.S.
GFKRF0.04N/A
N/A
Opus One Gold Corp.
SCGLY16.15-0.02
-0.12%
Societe Generale