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CUSIX vs DFFVX
CUSIX vs DFFVX Comparison
Open Charts CUSIX vs DFFVX
Cullen Small Cap Value I
Price$14.63
Change-$0.75 (-4.88%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.13
Change-$1.40 (-3.94%)
VolumeN/A
CapitalizationN/A
CUSIX vs DFFVX Comparison Chart
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CUSIX vs. DFFVX commentary
Dec 19, 2024
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: 14B vs. CUSIX (11.8M). DFFVX pays higher dividends than CUSIX: DFFVX (1.37) vs CUSIX (1.17). CUSIX was incepted earlier than DFFVX: CUSIX (15 years) vs DFFVX (25 years). CUSIX is a more actively managed with annual turnover of: 70.00 vs. DFFVX (20.00). 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 : 15.38 vs. CUSIX (10.57). DFFVX return over 5 years is better than : 60.26 vs. CUSIX (27.68).
| CUSIX | DFFVX | CUSIX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 9.326 | 13.033 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 14B | 0% |
| Annual Yield % from dividends | 1.17 | 1.37 | 85% |
| Returns for 1 year | 10.57 | 15.38 | 69% |
| Returns for 3 years | 1.15 | 26.84 | 4% |
| Returns for 5 years | 27.68 | 60.26 | 46% |
| Returns for 10 years | 7.72 | 71.11 | 11% |
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