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CSVYX vs DFSVX
CSVYX vs DFSVX Comparison
Open Charts CSVYX vs DFSVX
Columbia Small Cap Value Discv Inst 3
Price$56.72
Change+$1.42 (+2.57%)
VolumeN/A
Net Assets2.06B
DFA US Small Cap Value I
Price$56.51
Change+$6.68 (+13.41%)
VolumeN/A
Net Assets17.92B
CSVYX vs DFSVX Comparison Chart in %
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CSVYX vs. DFSVX commentary
Feb 04, 2026
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: 17.9B vs. CSVYX (2.06B). CSVYX pays higher dividends than DFSVX: CSVYX (1.97) vs DFSVX (1.58). CSVYX was incepted earlier than DFSVX: CSVYX (17 years) vs DFSVX (33 years). CSVYX (0.84) is less costly to investors than DFSVX (0.31). CSVYX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (7.00). DFSVX has a lower initial minimum investment than CSVYX: DFSVX (0) vs CSVYX (1000000). DFSVX annual gain was more profitable for investors over the last year : 17.52 vs. CSVYX (10.29). DFSVX return over 5 years is better than : 55.54 vs. CSVYX (21.67).
| CSVYX | DFSVX | CSVYX / DFSVX | |
| Total Expense Ratio | 0.81 | 0.31 | 261% |
| Annual Report Gross Expense Ratio | 0.84 | 0.31 | 271% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 7.100 | 9.431 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 17.9B | 11% |
| Annual Yield % from dividends | 1.97 | 1.58 | 124% |
| Returns for 1 year | 10.29 | 17.52 | 59% |
| Returns for 3 years | 16.42 | 35.91 | 46% |
| Returns for 5 years | 21.67 | 55.54 | 39% |
| Returns for 10 years | 74.98 | 121.92 | 62% |
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