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CSVRX vs DFFVX
CSVRX vs DFFVX Comparison
Open Charts CSVRX vs DFFVX
Columbia Small Cap Value I R
Price$42.93
Change-$0.22 (-0.51%)
VolumeN/A
Net Assets1.69B
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
CSVRX vs DFFVX Comparison Chart in %
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CSVRX vs. DFFVX commentary
Aug 18, 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 CSVRX is a Buy and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. CSVRX (1.69B). DFFVX pays higher dividends than CSVRX: DFFVX (1.62) vs CSVRX (0.70). CSVRX was incepted earlier than DFFVX: CSVRX (15 years) vs DFFVX (26 years). CSVRX (1.50) is less costly to investors than DFFVX (0.30). CSVRX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (7.00). CSVRX (0) and DFFVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 8.01 vs. CSVRX (4.92). DFFVX return over 5 years is better than : 91.20 vs. CSVRX (38.03).
| CSVRX | DFFVX | CSVRX / DFFVX | |
| Total Expense Ratio | 1.45 | 0.29 | 500% |
| Annual Report Gross Expense Ratio | 1.50 | 0.30 | 500% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 0.029 | 2.742 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 13.3B | 13% |
| Annual Yield % from dividends | 0.70 | 1.62 | 43% |
| Returns for 1 year | 4.92 | 8.01 | 61% |
| Returns for 3 years | 6.27 | 20.63 | 30% |
| Returns for 5 years | 38.03 | 91.20 | 42% |
| Returns for 10 years | 3.80 | 66.57 | 6% |
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