CUSCX
Price
$11.24
Change
+$0.03 (+0.27%)
Updated
Jul 3 closing price
Net Assets
9.76M
DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
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CUSCX vs DFSVX

Header iconCUSCX vs DFSVX Comparison
Open Charts CUSCX vs DFSVXBanner chart's image
Cullen Small Cap Value C
Price$11.24
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets9.76M
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
CUSCX vs DFSVX Comparison Chart in %
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CUSCX vs. DFSVX commentary
Jul 05, 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 DFSVX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. CUSCX (9.76M). DFSVX pays higher dividends than CUSCX: DFSVX (1.67) vs CUSCX (0.38). CUSCX was incepted earlier than DFSVX: CUSCX (16 years) vs DFSVX (32 years). CUSCX (4.82) is less costly to investors than DFSVX (0.31). CUSCX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than CUSCX: DFSVX (0) vs CUSCX (1000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. CUSCX (-0.88). DFSVX return over 5 years is better than : 105.30 vs. CUSCX (37.87).
CUSCXDFSVXCUSCX / DFSVX
Total Expense Ratio2.000.31645%
Annual Report Gross Expense Ratio4.820.311,555%
Fund Existence16 years32 years-
Gain YTD-4.9071.067-460%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.76M16.1B0%
Annual Yield % from dividends0.381.6723%
Returns for 1 year-0.889.45-9%
Returns for 3 years-3.9332.84-12%
Returns for 5 years37.87105.3036%
Returns for 10 years-14.4145.10-32%
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