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CUSCX vs DFSVX
CUSCX vs DFSVX Comparison
Open Charts CUSCX vs DFSVX
Cullen Small Cap Value C
Price$12.37
Change-$0.25 (-1.98%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$46.03
Change-$0.81 (-1.73%)
VolumeN/A
CapitalizationN/A
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CUSCX vs DFSVX Comparison Chart
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CUSCX vs. DFSVX commentary
Sep 08, 2024
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 StrongSell and DFSVX is a StrongSell.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.6B vs. CUSCX (10.7M). DFSVX pays higher dividends than CUSCX: DFSVX (1.44) vs CUSCX (0.31). CUSCX was incepted earlier than DFSVX: CUSCX (15 years) vs DFSVX (32 years). CUSCX is a more actively managed with annual turnover of: 70.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than CUSCX: DFSVX (0) vs CUSCX (1000). CUSCX annual gain was more profitable for investors over the last year : 17.78 vs. DFSVX (15.15). DFSVX return over 5 years is better than : 57.18 vs. CUSCX (26.52).
| CUSCX | DFSVX | CUSCX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 5.653 | 5.021 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7M | 15.6B | 0% |
| Annual Yield % from dividends | 0.31 | 1.44 | 22% |
| Returns for 1 year | 17.78 | 15.15 | 117% |
| Returns for 3 years | -7.93 | 7.53 | -105% |
| Returns for 5 years | 26.52 | 57.18 | 46% |
| Returns for 10 years | -20.79 | 33.02 | -63% |
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