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CUSCX vs DFFVX
CUSCX vs DFFVX Comparison
Open Charts CUSCX vs DFFVX
Cullen Small Cap Value C
Price$10.47
Change+$0.21 (+2.05%)
VolumeN/A
Net Assets9.27M
DFA US Targeted Value I
Price$31.74
Change-$0.11 (-0.35%)
VolumeN/A
Net Assets12.29B
CUSCX vs DFFVX Comparison Chart
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CUSCX vs. DFFVX commentary
May 25, 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 Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.3B vs. CUSCX (9.27M). DFFVX pays higher dividends than CUSCX: DFFVX (1.71) vs CUSCX (0.49). CUSCX was incepted earlier than DFFVX: CUSCX (16 years) vs DFFVX (25 years). CUSCX (4.82) is less costly to investors than DFFVX (0.30). CUSCX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (7.00). 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 : -0.41 vs. CUSCX (-8.96). DFFVX return over 5 years is better than : 107.41 vs. CUSCX (37.48).
| CUSCX | DFFVX | CUSCX / DFFVX | |
| Total Expense Ratio | 2.00 | 0.29 | 690% |
| Annual Report Gross Expense Ratio | 4.82 | 0.30 | 1,607% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -11.421 | -7.248 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.27M | 12.3B | 0% |
| Annual Yield % from dividends | 0.49 | 1.71 | 29% |
| Returns for 1 year | -8.96 | -0.41 | 2,179% |
| Returns for 3 years | -13.71 | 17.97 | -76% |
| Returns for 5 years | 37.48 | 107.41 | 35% |
| Returns for 10 years | -20.57 | 46.21 | -45% |
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