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CSVRX vs DFFVX
CSVRX vs DFFVX Comparison
Open Charts CSVRX vs DFFVX
Columbia Small Cap Value Discv R
Price$45.96
Change+$0.38 (+0.83%)
VolumeN/A
Net Assets2.06B
DFA US Targeted Value I
Price$40.19
Change+$4.46 (+12.48%)
VolumeN/A
Net Assets14.92B
CSVRX vs DFFVX Comparison Chart in %
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CSVRX vs. DFFVX 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 CSVRX is a StrongBuy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.9B vs. CSVRX (2.06B). CSVRX pays higher dividends than DFFVX: CSVRX (1.76) vs DFFVX (1.58). 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 (10.00). CSVRX (0) and DFFVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 17.44 vs. CSVRX (7.32). DFFVX return over 5 years is better than : 62.65 vs. CSVRX (10.11).
| 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 | 7.033 | 8.680 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 14.9B | 14% |
| Annual Yield % from dividends | 1.76 | 1.58 | 111% |
| Returns for 1 year | 7.32 | 17.44 | 42% |
| Returns for 3 years | 9.42 | 37.63 | 25% |
| Returns for 5 years | 10.11 | 62.65 | 16% |
| Returns for 10 years | 49.25 | 141.58 | 35% |
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