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CSVRX vs DFFVX
CSVRX vs DFFVX Comparison
Open Charts CSVRX vs DFFVX
Columbia Small Cap Value Discv R
Price$44.06
Change+$0.38 (+0.87%)
VolumeN/A
Net Assets1.94B
DFA US Targeted Value I
Price$38.19
Change+$0.37 (+0.98%)
VolumeN/A
Net Assets14.29B
CSVRX vs DFFVX Comparison Chart in %
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CSVRX vs. DFFVX commentary
Dec 13, 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 Hold and DFFVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.3B vs. CSVRX (1.94B). DFFVX pays higher dividends than CSVRX: DFFVX (1.65) vs CSVRX (0.62). CSVRX was incepted earlier than DFFVX: CSVRX (15 years) vs DFFVX (26 years). CSVRX (1.48) 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 : 5.73 vs. CSVRX (-3.44). DFFVX return over 5 years is better than : 74.19 vs. CSVRX (16.62).
| CSVRX | DFFVX | CSVRX / DFFVX | |
| Total Expense Ratio | 1.45 | 0.29 | 500% |
| Annual Report Gross Expense Ratio | 1.48 | 0.30 | 493% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 2.661 | 12.704 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.94B | 14.3B | 14% |
| Annual Yield % from dividends | 0.62 | 1.65 | 37% |
| Returns for 1 year | -3.44 | 5.73 | -60% |
| Returns for 3 years | 15.89 | 37.05 | 43% |
| Returns for 5 years | 16.62 | 74.19 | 22% |
| Returns for 10 years | 27.21 | 99.58 | 27% |
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