Interact to see
Advertisement
Advertisement
CUSIX vs DFFVX
CUSIX vs DFFVX Comparison
Open Charts CUSIX vs DFFVX
DFA US Targeted Value I
Price$36.15
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets13.62B
CUSIX vs DFFVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CUSIX vs. DFFVX commentary
Oct 09, 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 Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.6B vs. CUSIX (9.9M). DFFVX pays higher dividends than CUSIX: DFFVX (1.68) vs CUSIX (1.13). CUSIX was incepted earlier than DFFVX: CUSIX (16 years) vs DFFVX (26 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 : 9.59 vs. CUSIX (-3.12). DFFVX return over 5 years is better than : 96.30 vs. CUSIX (44.33).
| 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 | 26 years | - |
| Gain YTD | 2.965 | 6.684 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.9M | 13.6B | 0% |
| Annual Yield % from dividends | 1.13 | 1.68 | 67% |
| Returns for 1 year | -3.12 | 9.59 | -33% |
| Returns for 3 years | 10.38 | 43.52 | 24% |
| Returns for 5 years | 44.33 | 96.30 | 46% |
| Returns for 10 years | 15.80 | 77.54 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement