CSVRX
Price
$42.71
Change
+$0.24 (+0.57%)
Updated
Jul 3 closing price
Net Assets
1.63B
DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
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CSVRX vs DFSVX

Header iconCSVRX vs DFSVX Comparison
Open Charts CSVRX vs DFSVXBanner chart's image
Columbia Small Cap Value I R
Price$42.71
Change+$0.24 (+0.57%)
VolumeN/A
Net Assets1.63B
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
CSVRX vs DFSVX Comparison Chart in %
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CSVRX vs. DFSVX 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 DFSVX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. CSVRX (1.63B). 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: 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 : 9.45 vs. CSVRX (7.73). DFSVX return over 5 years is better than : 105.30 vs. CSVRX (54.40).
CSVRXDFSVXCSVRX / DFSVX
Total Expense Ratio1.450.31468%
Annual Report Gross Expense Ratio1.500.31484%
Fund Existence15 years32 years-
Gain YTD-0.4841.067-45%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets1.63B16.1B10%
Annual Yield % from dividends0.711.6743%
Returns for 1 year7.739.4582%
Returns for 3 years22.1232.8467%
Returns for 5 years54.40105.3052%
Returns for 10 years0.4245.101%
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