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CUSIX vs DFFVX
CUSIX vs DFFVX Comparison
Open Charts CUSIX vs DFFVX
Cullen Small Cap Value I
Price$14.74
Change-$0.11 (-0.74%)
VolumeN/A
Net Assets10.13M
DFA US Targeted Value I
Price$36.49
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets13.78B
CUSIX vs DFFVX Comparison Chart in %
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CUSIX vs. DFFVX commentary
Aug 29, 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: 13.8B vs. CUSIX (10.1M). DFFVX pays higher dividends than CUSIX: DFFVX (1.62) vs CUSIX (0.97). 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 : 9.68 vs. CUSIX (-4.10). DFFVX return over 5 years is better than : 101.06 vs. CUSIX (47.02).
| 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 | 4.317 | 7.146 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 13.8B | 0% |
| Annual Yield % from dividends | 0.97 | 1.62 | 60% |
| Returns for 1 year | -4.10 | 9.68 | -42% |
| Returns for 3 years | 3.22 | 32.02 | 10% |
| Returns for 5 years | 47.02 | 101.06 | 47% |
| Returns for 10 years | 20.40 | 81.25 | 25% |
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