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CUSCX vs DFFVX
CUSCX vs DFFVX Comparison
Open Charts CUSCX vs DFFVX
Cullen Small Cap Value C
Price$12.28
Change+$0.18 (+1.49%)
VolumeN/A
Net Assets11.47M
DFA US Targeted Value I
Price$35.85
Change+$0.30 (+0.84%)
VolumeN/A
Net Assets14.07B
CUSCX vs DFFVX Comparison Chart
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CUSCX vs. DFFVX commentary
Jan 31, 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 CUSCX is a Hold and DFFVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. CUSCX (11.5M). DFFVX pays higher dividends than CUSCX: DFFVX (1.37) vs CUSCX (0.31). CUSCX was incepted earlier than DFFVX: CUSCX (15 years) vs DFFVX (25 years). CUSCX is a more actively managed with annual turnover of: 70.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than CUSCX: DFFVX (0) vs CUSCX (1000). DFFVX annual gain was more profitable for investors over the last year : 17.82 vs. CUSCX (7.01). DFFVX return over 5 years is better than : 72.33 vs. CUSCX (25.02).
| CUSCX | DFFVX | CUSCX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 3.892 | 4.306 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5M | 14.1B | 0% |
| Annual Yield % from dividends | 0.31 | 1.37 | 23% |
| Returns for 1 year | 7.01 | 17.82 | 39% |
| Returns for 3 years | 0.08 | 26.32 | 0% |
| Returns for 5 years | 25.02 | 72.33 | 35% |
| Returns for 10 years | 2.34 | 75.86 | 3% |
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