CSVIX
Price
$32.13
Change
-$3.06 (-8.70%)
Updated
Feb 3 closing price
Net Assets
1.8B
DFSTX
Price
$55.81
Change
+$4.54 (+8.86%)
Updated
Feb 3 closing price
Net Assets
18.14B
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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$32.13
Change-$3.06 (-8.70%)
VolumeN/A
Net Assets1.8B
DFA US Small Cap I
Price$55.81
Change+$4.54 (+8.86%)
VolumeN/A
Net Assets18.14B
CSVIX vs DFSTX Comparison Chart in %
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VS
CSVIX vs. DFSTX commentary
Feb 04, 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 (1.8B). DFSTX pays higher dividends than CSVIX: DFSTX (1.02) vs CSVIX (0.27). 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 (5.00). 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 : 13.21 vs. CSVIX (-14.52). DFSTX return over 5 years is better than : 38.07 vs. CSVIX (-5.15).
CSVIXDFSTXCSVIX / DFSTX
Total Expense Ratio0.940.27348%
Annual Report Gross Expense Ratio0.940.28336%
Fund Existence21 years34 years-
Gain YTD4.3186.75264%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.8B18.1B10%
Annual Yield % from dividends0.271.0227%
Returns for 1 year-14.5213.21-110%
Returns for 3 years-3.4033.64-10%
Returns for 5 years-5.1538.07-14%
Returns for 10 years69.16131.3153%
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