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CUURX vs DFFVX
CUURX vs DFFVX Comparison
Open Charts CUURX vs DFFVX
Columbia Small Cap Value Discv Inst 2
Price$59.07
Change+$1.69 (+2.95%)
VolumeN/A
Net Assets2.08B
DFA US Targeted Value I
Price$40.19
Change+$4.46 (+12.48%)
VolumeN/A
Net Assets14.92B
CUURX vs DFFVX Comparison Chart in %
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CUURX vs. DFFVX commentary
Feb 05, 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 CUURX is a StrongBuy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.9B vs. CUURX (2.08B). CUURX pays higher dividends than DFFVX: CUURX (1.86) vs DFFVX (1.58). CUURX was incepted earlier than DFFVX: CUURX (13 years) vs DFFVX (26 years). CUURX (0.89) is less costly to investors than DFFVX (0.30). CUURX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (10.00). CUURX (0) and DFFVX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 17.44 vs. CUURX (10.66). DFFVX return over 5 years is better than : 62.65 vs. CUURX (22.88).
| CUURX | DFFVX | CUURX / DFFVX | |
| Total Expense Ratio | 0.85 | 0.29 | 293% |
| Annual Report Gross Expense Ratio | 0.89 | 0.30 | 297% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 7.108 | 8.680 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 14.9B | 14% |
| Annual Yield % from dividends | 1.86 | 1.58 | 117% |
| Returns for 1 year | 10.66 | 17.44 | 61% |
| Returns for 3 years | 17.15 | 37.63 | 46% |
| Returns for 5 years | 22.88 | 62.65 | 37% |
| Returns for 10 years | 77.81 | 141.58 | 55% |
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