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CUURX vs DFSVX
CUURX vs DFSVX Comparison
Open Charts CUURX vs DFSVX
Columbia Small Cap Value I Inst2
Price$51.27
Change-$0.99 (-1.89%)
VolumeN/A
Net Assets1.53B
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
CUURX vs DFSVX Comparison Chart
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CUURX vs. DFSVX commentary
Jun 16, 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 DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. CUURX (1.53B). DFSVX pays higher dividends than CUURX: DFSVX (1.65) vs CUURX (0.68). CUURX was incepted earlier than DFSVX: CUURX (13 years) vs DFSVX (32 years). CUURX (0.91) is less costly to investors than DFSVX (0.31). CUURX is a more actively managed with annual turnover of: 79.00 vs. DFSVX (12.00). CUURX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 1.83 vs. CUURX (-0.19). DFSVX return over 5 years is better than : 86.94 vs. CUURX (57.70).
| CUURX | DFSVX | CUURX / DFSVX | |
| Total Expense Ratio | 0.87 | 0.31 | 281% |
| Annual Report Gross Expense Ratio | 0.91 | 0.31 | 294% |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | -4.561 | -6.462 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 14.9B | 10% |
| Annual Yield % from dividends | 0.68 | 1.65 | 41% |
| Returns for 1 year | -0.19 | 1.83 | -10% |
| Returns for 3 years | 14.59 | 19.38 | 75% |
| Returns for 5 years | 57.70 | 86.94 | 66% |
| Returns for 10 years | 9.96 | 30.89 | 32% |
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