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CSVYX vs DFSVX
CSVYX vs DFSVX Comparison
Open Charts CSVYX vs DFSVX
Columbia Small Cap Value I Inst3
Price$51.72
Change+$0.29 (+0.56%)
VolumeN/A
Net Assets1.63B
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
CSVYX vs DFSVX Comparison Chart in %
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CSVYX 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 CSVYX is a StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. CSVYX (1.63B). DFSVX pays higher dividends than CSVYX: DFSVX (1.67) vs CSVYX (1.19). CSVYX was incepted earlier than DFSVX: CSVYX (16 years) vs DFSVX (32 years). CSVYX (0.86) is less costly to investors than DFSVX (0.31). CSVYX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than CSVYX: DFSVX (0) vs CSVYX (1000000). DFSVX (9.45) and CSVYX (9.30) have marching annual gain over last year. DFSVX return over 5 years is better than : 105.30 vs. CSVYX (67.39).
| CSVYX | DFSVX | CSVYX / DFSVX | |
| Total Expense Ratio | 0.82 | 0.31 | 265% |
| Annual Report Gross Expense Ratio | 0.86 | 0.31 | 277% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | 0.340 | 1.067 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.63B | 16.1B | 10% |
| Annual Yield % from dividends | 1.19 | 1.67 | 72% |
| Returns for 1 year | 9.30 | 9.45 | 98% |
| Returns for 3 years | 27.84 | 32.84 | 85% |
| Returns for 5 years | 67.39 | 105.30 | 64% |
| Returns for 10 years | 16.27 | 45.10 | 36% |
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