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CUSIX vs DFFVX
CUSIX vs DFFVX Comparison
Open Charts CUSIX vs DFFVX
DFA US Targeted Value I
Price$33.06
Change-$0.62 (-1.84%)
VolumeN/A
Net Assets12.62B
CUSIX vs DFFVX Comparison Chart in %
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CUSIX vs. DFFVX commentary
Aug 05, 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: 12.6B vs. CUSIX (9M). DFFVX pays higher dividends than CUSIX: DFFVX (1.62) vs CUSIX (0.97). 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 : -0.72 vs. CUSIX (-10.70). DFFVX return over 5 years is better than : 95.76 vs. CUSIX (43.70).
| 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 | -7.502 | -2.925 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9M | 12.6B | 0% |
| Annual Yield % from dividends | 0.97 | 1.62 | 60% |
| Returns for 1 year | -10.70 | -0.72 | 1,487% |
| Returns for 3 years | -7.54 | 21.29 | -35% |
| Returns for 5 years | 43.70 | 95.76 | 46% |
| Returns for 10 years | 2.11 | 58.52 | 4% |
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