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CUURX vs DFFVX
CUURX vs DFFVX Comparison
Open Charts CUURX vs DFFVX
Columbia Small Cap Value I Inst2
Price$51.27
Change-$0.99 (-1.89%)
VolumeN/A
Net Assets1.53B
DFA US Targeted Value I
Price$32.46
Change-$0.54 (-1.64%)
VolumeN/A
Net Assets12.56B
CUURX vs DFFVX Comparison Chart
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CUURX vs. DFFVX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.6B vs. CUURX (1.53B). DFFVX pays higher dividends than CUURX: DFFVX (1.62) vs CUURX (0.68). CUURX was incepted earlier than DFFVX: CUURX (13 years) vs DFFVX (25 years). CUURX (0.91) is less costly to investors than DFFVX (0.30). CUURX is a more actively managed with annual turnover of: 79.00 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 : 3.74 vs. CUURX (-0.19). DFFVX return over 5 years is better than : 98.41 vs. CUURX (57.70).
| 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 | 25 years | - |
| Gain YTD | -4.561 | -5.144 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 12.6B | 12% |
| Annual Yield % from dividends | 0.68 | 1.62 | 42% |
| Returns for 1 year | -0.19 | 3.74 | -5% |
| Returns for 3 years | 14.59 | 23.80 | 61% |
| Returns for 5 years | 57.70 | 98.41 | 59% |
| Returns for 10 years | 9.96 | 47.01 | 21% |
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