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CUSCX vs DFSVX
CUSCX vs DFSVX Comparison
Open Charts CUSCX vs DFSVX
Cullen Small Cap Value C
Price$11.54
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets9.48M
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
CUSCX vs DFSVX Comparison Chart in %
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CUSCX vs. DFSVX commentary
Oct 21, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. CUSCX (9.48M). DFSVX pays higher dividends than CUSCX: DFSVX (1.66) vs CUSCX (0.92). CUSCX was incepted earlier than DFSVX: CUSCX (16 years) vs DFSVX (33 years). CUSCX (4.82) is less costly to investors than DFSVX (0.31). CUSCX is a more actively managed with annual turnover of: 38.00 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 : 0.38 vs. CUSCX (-14.03). DFSVX return over 5 years is better than : 80.47 vs. CUSCX (27.30).
| 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 | 33 years | - |
| Gain YTD | -1.790 | 2.475 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.48M | 15.9B | 0% |
| Annual Yield % from dividends | 0.92 | 1.66 | 55% |
| Returns for 1 year | -14.03 | 0.38 | -3,664% |
| Returns for 3 years | -3.20 | 28.43 | -11% |
| Returns for 5 years | 27.30 | 80.47 | 34% |
| Returns for 10 years | -4.04 | 55.60 | -7% |
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