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CUSIX vs DFFVX
CUSIX vs DFFVX Comparison
Open Charts CUSIX vs DFFVX
Cullen Small Cap Value I
Price$11.91
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets9.15M
DFA US Targeted Value I
Price$30.87
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets11.94B
CUSIX vs DFFVX Comparison Chart
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CUSIX vs. DFFVX commentary
May 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 Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 11.9B vs. CUSIX (9.15M). DFFVX pays higher dividends than CUSIX: DFFVX (1.71) vs CUSIX (1.52). 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 : -3.44 vs. CUSIX (-15.84). DFFVX return over 5 years is better than : 100.85 vs. CUSIX (45.70).
| 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 | -15.711 | -9.790 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.15M | 11.9B | 0% |
| Annual Yield % from dividends | 1.52 | 1.71 | 89% |
| Returns for 1 year | -15.84 | -3.44 | 461% |
| Returns for 3 years | -14.57 | 11.42 | -128% |
| Returns for 5 years | 45.70 | 100.85 | 45% |
| Returns for 10 years | -12.02 | 42.14 | -29% |
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