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CUSCX vs DFSVX
CUSCX vs DFSVX Comparison
Open Charts CUSCX vs DFSVX
DFA US Small Cap Value I
Price$40.04
Change+$0.48 (+1.21%)
VolumeN/A
Net Assets13.29B
CUSCX vs DFSVX Comparison Chart
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CUSCX vs. DFSVX commentary
Apr 15, 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 DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 13.3B vs. CUSCX (8.77M). DFSVX pays higher dividends than CUSCX: DFSVX (1.65) vs CUSCX (0.46). 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 : -10.09 vs. CUSCX (-19.88). DFSVX return over 5 years is better than : 81.60 vs. CUSCX (28.26).
| CUSCX | DFSVX | CUSCX / DFSVX | |
| Total Expense Ratio | 2.00 | 0.31 | 645% |
| Annual Report Gross Expense Ratio | 4.82 | 0.31 | 1,555% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | -20.220 | -17.140 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.77M | 13.3B | 0% |
| Annual Yield % from dividends | 0.46 | 1.65 | 28% |
| Returns for 1 year | -19.88 | -10.09 | 197% |
| Returns for 3 years | -23.70 | -1.27 | 1,866% |
| Returns for 5 years | 28.26 | 81.60 | 35% |
| Returns for 10 years | -27.71 | 16.53 | -168% |
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