Ad is loading...
CUSCX vs DFSVX
CUSCX vs DFSVX Comparison
Open Charts CUSCX vs DFSVX
Cullen Small Cap Value C
Price$12.93
Change-$0.15 (-1.15%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
CUSCX vs DFSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CUSCX vs. DFSVX commentary
Dec 19, 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 Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.2B 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). DFSVX annual gain was more profitable for investors over the last year : 15.68 vs. CUSCX (9.29). DFSVX return over 5 years is better than : 52.30 vs. CUSCX (17.41).
| 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 | 8.248 | 13.283 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 17.2B | 0% |
| Annual Yield % from dividends | 0.31 | 1.44 | 22% |
| Returns for 1 year | 9.29 | 15.68 | 59% |
| Returns for 3 years | -4.79 | 24.57 | -19% |
| Returns for 5 years | 17.41 | 52.30 | 33% |
| Returns for 10 years | -8.61 | 52.91 | -16% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GGRAX | 11.03 | N/A | N/A |
| Goldman Sachs Strategic Growth A | |||
| VIOAX | 9.72 | -0.02 | -0.21% |
| VELA Income Opportunities A | |||
| NPNAX | 45.91 | -0.20 | -0.43% |
| Neuberger Berman Large Cap Value A | |||
| JFEAX | 14.48 | -0.12 | -0.82% |
| JPMorgan Developed International Value A | |||
| TRZNX | 16.74 | -0.14 | -0.83% |
| T. Rowe Price New Asia Z | |||