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CUSCX vs DFSVX
CUSCX vs DFSVX Comparison
Open Charts CUSCX vs DFSVX
Cullen Small Cap Value C
Price$11.26
Change+$0.11 (+0.99%)
VolumeN/A
Net Assets10.59M
DFA US Small Cap Value I
Price$47.30
Change+$0.36 (+0.77%)
VolumeN/A
Net Assets15.6B
CUSCX vs DFSVX Comparison Chart
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CUSCX vs. DFSVX commentary
Mar 01, 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: 15.6B vs. CUSCX (10.6M). 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). DFSVX annual gain was more profitable for investors over the last year : 7.15 vs. CUSCX (-4.12). DFSVX return over 5 years is better than : 73.21 vs. CUSCX (27.71).
| 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 | -4.738 | -2.494 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6M | 15.6B | 0% |
| Annual Yield % from dividends | 0.31 | 1.44 | 22% |
| Returns for 1 year | -4.12 | 7.15 | -58% |
| Returns for 3 years | -10.66 | 16.04 | -66% |
| Returns for 5 years | 27.71 | 73.21 | 38% |
| Returns for 10 years | -11.36 | 40.78 | -28% |
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