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CSVRX vs DFSVX
CSVRX vs DFSVX Comparison
Open Charts CSVRX vs DFSVX
Columbia Small Cap Value I R
Price$42.80
Change+$0.25 (+0.59%)
VolumeN/A
Net Assets1.7B
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
CSVRX vs DFSVX Comparison Chart in %
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CSVRX vs. DFSVX commentary
Jul 27, 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. CSVRX (1.7B). DFSVX pays higher dividends than CSVRX: DFSVX (1.67) vs CSVRX (0.71). 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: 72.00 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 : 0.60 vs. CSVRX (0.25). DFSVX return over 5 years is better than : 94.25 vs. CSVRX (49.54).
| 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 | -0.274 | 0.901 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 16B | 11% |
| Annual Yield % from dividends | 0.71 | 1.67 | 43% |
| Returns for 1 year | 0.25 | 0.60 | 42% |
| Returns for 3 years | 18.11 | 27.09 | 67% |
| Returns for 5 years | 49.54 | 94.25 | 53% |
| Returns for 10 years | 3.88 | 50.73 | 8% |
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