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CSVRX vs DFSVX
CSVRX vs DFSVX Comparison
Open Charts CSVRX vs DFSVX
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.
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).
| 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 | -0.484 | 1.067 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 16.1B | 10% |
| Annual Yield % from dividends | 0.71 | 1.67 | 43% |
| Returns for 1 year | 7.73 | 9.45 | 82% |
| Returns for 3 years | 22.12 | 32.84 | 67% |
| Returns for 5 years | 54.40 | 105.30 | 52% |
| Returns for 10 years | 0.42 | 45.10 | 1% |
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