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CUSIX vs DFFVX
CUSIX vs DFFVX Comparison
Open Charts CUSIX vs DFFVX
Cullen Small Cap Value I
Price$13.11
Change+$0.21 (+1.63%)
VolumeN/A
Net Assets10.06M
DFA US Targeted Value I
Price$32.36
Change+$0.47 (+1.47%)
VolumeN/A
Net Assets12.38B
CUSIX vs DFFVX Comparison Chart
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CUSIX vs. DFFVX commentary
Apr 04, 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 CUSIX is a Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.4B vs. CUSIX (10.1M). DFFVX pays higher dividends than CUSIX: DFFVX (1.63) vs CUSIX (1.42). CUSIX was incepted earlier than DFFVX: CUSIX (16 years) vs DFFVX (25 years). CUSIX (3.82) is less costly to investors than DFFVX (0.30). CUSIX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than CUSIX: DFFVX (0) vs CUSIX (1000000). DFFVX annual gain was more profitable for investors over the last year : 1.19 vs. CUSIX (-7.17). DFFVX return over 5 years is better than : 165.27 vs. CUSIX (96.98).
| CUSIX | DFFVX | CUSIX / DFFVX | |
| Total Expense Ratio | 1.00 | 0.29 | 345% |
| Annual Report Gross Expense Ratio | 3.82 | 0.30 | 1,273% |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | -7.219 | -5.436 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 12.4B | 0% |
| Annual Yield % from dividends | 1.42 | 1.63 | 87% |
| Returns for 1 year | -7.17 | 1.19 | -602% |
| Returns for 3 years | -10.74 | 10.85 | -99% |
| Returns for 5 years | 96.98 | 165.27 | 59% |
| Returns for 10 years | 1.08 | 48.74 | 2% |
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