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CUSCX vs DFSVX
CUSCX vs DFSVX Comparison
Open Charts CUSCX vs DFSVX
Cullen Small Cap Value C
Price$10.47
Change+$0.21 (+2.05%)
VolumeN/A
Net Assets9.27M
DFA US Small Cap Value I
Price$44.05
Change-$0.13 (-0.29%)
VolumeN/A
Net Assets14.54B
CUSCX vs DFSVX Comparison Chart
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CUSCX vs. DFSVX 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 DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.5B vs. CUSCX (9.27M). DFSVX pays higher dividends than CUSCX: DFSVX (1.75) vs CUSCX (0.49). 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 : -2.53 vs. CUSCX (-8.96). DFSVX return over 5 years is better than : 94.42 vs. CUSCX (37.48).
| 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 | -11.421 | -8.842 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.27M | 14.5B | 0% |
| Annual Yield % from dividends | 0.49 | 1.75 | 28% |
| Returns for 1 year | -8.96 | -2.53 | 354% |
| Returns for 3 years | -13.71 | 13.36 | -103% |
| Returns for 5 years | 37.48 | 94.42 | 40% |
| Returns for 10 years | -20.57 | 29.96 | -69% |
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