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CSVRX vs DFSVX
CSVRX vs DFSVX Comparison
Open Charts CSVRX vs DFSVX
Columbia Small Cap Value I R
Price$41.00
Change-$0.80 (-1.91%)
VolumeN/A
Net Assets1.53B
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
CSVRX vs DFSVX Comparison Chart
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CSVRX vs. DFSVX commentary
Jun 16, 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 DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. CSVRX (1.53B). DFSVX pays higher dividends than CSVRX: DFSVX (1.65) vs CSVRX (0.34). CSVRX was incepted earlier than DFSVX: CSVRX (15 years) vs DFSVX (32 years). CSVRX (1.50) is less costly to investors than DFSVX (0.31). CSVRX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (12.00). CSVRX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. CSVRX (-1.98). DFSVX return over 5 years is better than : 86.94 vs. CSVRX (45.47).
| CSVRX | DFSVX | CSVRX / DFSVX | |
| Total Expense Ratio | 1.45 | 0.31 | 468% |
| Annual Report Gross Expense Ratio | 1.50 | 0.31 | 484% |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | -4.828 | -6.462 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 14.9B | 10% |
| Annual Yield % from dividends | 0.34 | 1.65 | 21% |
| Returns for 1 year | -1.98 | 1.83 | -108% |
| Returns for 3 years | 8.60 | 19.38 | 44% |
| Returns for 5 years | 45.47 | 86.94 | 52% |
| Returns for 10 years | -5.97 | 30.89 | -19% |
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