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CUSIX vs DFFVX
CUSIX vs DFFVX Comparison
Open Charts CUSIX vs DFFVX
Cullen Small Cap Value I
Price$13.06
Change+$0.19 (+1.48%)
VolumeN/A
Net Assets9.35M
DFA US Targeted Value I
Price$33.47
Change+$0.53 (+1.61%)
VolumeN/A
Net Assets12.72B
CUSIX vs DFFVX Comparison Chart in %
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CUSIX vs. DFFVX commentary
Jun 27, 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 Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 12.7B vs. CUSIX (9.35M). DFFVX pays higher dividends than CUSIX: DFFVX (1.62) vs CUSIX (1.45). 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 : 6.07 vs. CUSIX (-1.17). DFFVX return over 5 years is better than : 110.28 vs. CUSIX (50.99).
| 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 | -7.573 | -3.741 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.35M | 12.7B | 0% |
| Annual Yield % from dividends | 1.45 | 1.62 | 90% |
| Returns for 1 year | -1.17 | 6.07 | -19% |
| Returns for 3 years | -3.20 | 26.05 | -12% |
| Returns for 5 years | 50.99 | 110.28 | 46% |
| Returns for 10 years | -3.05 | 52.44 | -6% |
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