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CUURX vs DFFVX
CUURX vs DFFVX Comparison
Open Charts CUURX vs DFFVX
Columbia Small Cap Value I Inst2
Price$54.42
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets1.71B
DFA US Targeted Value I
Price$35.13
Change+$0.06 (+0.17%)
VolumeN/A
Net Assets13.36B
CUURX vs DFFVX Comparison Chart in %
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CUURX vs. DFFVX commentary
Aug 20, 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 CUURX is a Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.4B vs. CUURX (1.71B). DFFVX pays higher dividends than CUURX: DFFVX (1.62) vs CUURX (1.09). CUURX was incepted earlier than DFFVX: CUURX (13 years) vs DFFVX (26 years). CUURX (0.91) is less costly to investors than DFFVX (0.30). CUURX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (7.00). CUURX (0) and DFFVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 7.74 vs. CUURX (6.85). DFFVX return over 5 years is better than : 95.48 vs. CUURX (54.39).
| CUURX | DFFVX | CUURX / DFFVX | |
| Total Expense Ratio | 0.87 | 0.29 | 300% |
| Annual Report Gross Expense Ratio | 0.91 | 0.30 | 303% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 1.716 | 2.977 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 13.4B | 13% |
| Annual Yield % from dividends | 1.09 | 1.62 | 67% |
| Returns for 1 year | 6.85 | 7.74 | 89% |
| Returns for 3 years | 15.51 | 22.94 | 68% |
| Returns for 5 years | 54.39 | 95.48 | 57% |
| Returns for 10 years | 27.94 | 76.26 | 37% |
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