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CUSCX vs DFSVX
CUSCX vs DFSVX Comparison
Open Charts CUSCX vs DFSVX
Cullen Small Cap Value C
Price$13.34
Change-$0.19 (-1.40%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
CUSCX vs DFSVX Comparison Chart
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CUSCX vs. DFSVX commentary
Nov 18, 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 Sell and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. CUSCX (11.9M). 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 : 28.57 vs. DFSVX (26.86). DFSVX return over 5 years is better than : 56.90 vs. CUSCX (23.89).
| 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 | 11.681 | 14.541 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 17.4B | 0% |
| Annual Yield % from dividends | 0.31 | 1.44 | 22% |
| Returns for 1 year | 28.57 | 26.86 | 106% |
| Returns for 3 years | -9.89 | 7.13 | -139% |
| Returns for 5 years | 23.89 | 56.90 | 42% |
| Returns for 10 years | -8.56 | 48.27 | -18% |
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