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CSVRX vs DFFVX
CSVRX vs DFFVX Comparison
Open Charts CSVRX vs DFFVX
Columbia Small Cap Value I R
Price$42.71
Change+$0.24 (+0.57%)
VolumeN/A
Net Assets1.63B
DFA US Targeted Value I
Price$34.85
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets13.39B
CSVRX vs DFFVX Comparison Chart in %
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CSVRX vs. DFFVX commentary
Jul 07, 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 StrongBuy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. CSVRX (1.63B). DFFVX pays higher dividends than CSVRX: DFFVX (1.63) vs CSVRX (0.71). CSVRX was incepted earlier than DFFVX: CSVRX (15 years) vs DFFVX (25 years). CSVRX (1.50) is less costly to investors than DFFVX (0.30). CSVRX is a more actively managed with annual turnover of: 79.00 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 : 11.79 vs. CSVRX (7.73). DFFVX return over 5 years is better than : 116.56 vs. CSVRX (54.40).
| 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 | 25 years | - |
| Gain YTD | -0.484 | 2.331 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 13.4B | 12% |
| Annual Yield % from dividends | 0.71 | 1.63 | 43% |
| Returns for 1 year | 7.73 | 11.79 | 66% |
| Returns for 3 years | 22.12 | 37.51 | 59% |
| Returns for 5 years | 54.40 | 116.56 | 47% |
| Returns for 10 years | 0.42 | 62.84 | 1% |
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