CSVRX
Price
$42.71
Change
+$0.24 (+0.57%)
Updated
Jul 3 closing price
Net Assets
1.63B
DFFVX
Price
$34.85
Change
+$0.18 (+0.52%)
Updated
Jul 3 closing price
Net Assets
13.39B
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CSVRX vs DFFVX

Header iconCSVRX vs DFFVX Comparison
Open Charts CSVRX vs DFFVXBanner chart's image
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.

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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).
CSVRXDFFVXCSVRX / DFFVX
Total Expense Ratio1.450.29500%
Annual Report Gross Expense Ratio1.500.30500%
Fund Existence15 years25 years-
Gain YTD-0.4842.331-21%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.63B13.4B12%
Annual Yield % from dividends0.711.6343%
Returns for 1 year7.7311.7966%
Returns for 3 years22.1237.5159%
Returns for 5 years54.40116.5647%
Returns for 10 years0.4262.841%
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