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CSVRX vs DFSVX
CSVRX vs DFSVX Comparison
Open Charts CSVRX vs DFSVX
Columbia Small Cap Value I R
Price$42.93
Change-$0.22 (-0.51%)
VolumeN/A
Net Assets1.69B
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
CSVRX vs DFSVX Comparison Chart in %
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CSVRX vs. DFSVX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. CSVRX (1.69B). DFSVX pays higher dividends than CSVRX: DFSVX (1.64) vs CSVRX (0.70). 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 : 5.62 vs. CSVRX (4.92). DFSVX return over 5 years is better than : 80.15 vs. CSVRX (38.03).
| 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 | 0.029 | 1.483 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69B | 16.1B | 11% |
| Annual Yield % from dividends | 0.70 | 1.64 | 42% |
| Returns for 1 year | 4.92 | 5.62 | 88% |
| Returns for 3 years | 6.27 | 16.09 | 39% |
| Returns for 5 years | 38.03 | 80.15 | 47% |
| Returns for 10 years | 3.80 | 50.63 | 7% |
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