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CUSCX vs DFSVX
CUSCX vs DFSVX Comparison
Open Charts CUSCX vs DFSVX
Cullen Small Cap Value C
Price$11.66
Change+$0.14 (+1.22%)
VolumeN/A
Net Assets9.63M
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.03B
CUSCX vs DFSVX Comparison Chart in %
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CUSCX vs. DFSVX commentary
Jul 26, 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 StrongBuy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16B vs. CUSCX (9.63M). DFSVX pays higher dividends than CUSCX: DFSVX (1.67) vs CUSCX (0.38). 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 : 0.60 vs. CUSCX (-8.01). DFSVX return over 5 years is better than : 94.25 vs. CUSCX (39.35).
| 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 | -1.354 | 0.901 | -150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.63M | 16B | 0% |
| Annual Yield % from dividends | 0.38 | 1.67 | 23% |
| Returns for 1 year | -8.01 | 0.60 | -1,343% |
| Returns for 3 years | -3.20 | 27.09 | -12% |
| Returns for 5 years | 39.35 | 94.25 | 42% |
| Returns for 10 years | -7.06 | 50.73 | -14% |
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