Interact to see
Advertisement
Advertisement
CUSIX vs DFFVX
CUSIX vs DFFVX Comparison
Open Charts CUSIX vs DFFVX
CUSIX vs DFFVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CUSIX vs. DFFVX commentary
Aug 03, 2026
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: 16.8B vs. CUSIX (9.55M). DFFVX pays higher dividends than CUSIX: DFFVX (1.49) vs CUSIX (1.28). CUSIX was incepted earlier than DFFVX: CUSIX (17 years) vs DFFVX (26 years). CUSIX (4.22) is less costly to investors than DFFVX (0.30). CUSIX is a more actively managed with annual turnover of: 38.00 vs. DFFVX (10.00). 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 : 32.89 vs. CUSIX (13.06). DFFVX return over 5 years is better than : 56.42 vs. CUSIX (1.90).
| CUSIX | DFFVX | CUSIX / DFFVX | |
| Total Expense Ratio | 1.00 | 0.29 | 345% |
| Annual Report Gross Expense Ratio | 4.22 | 0.30 | 1,407% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 8.935 | 19.979 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.55M | 16.8B | 0% |
| Annual Yield % from dividends | 1.28 | 1.49 | 86% |
| Returns for 1 year | 13.06 | 32.89 | 40% |
| Returns for 3 years | 10.54 | 50.48 | 21% |
| Returns for 5 years | 1.90 | 56.42 | 3% |
| Returns for 10 years | 34.61 | 125.84 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SBHAX | 18.51 | 0.27 | +1.48% |
| Segall Bryant & Hamill All Cap Instl | |||
| PGEMX | 28.11 | 0.07 | +0.25% |
| George Putnam Balanced M | |||
| FIKZX | 23.26 | 0.04 | +0.17% |
| Fidelity Advisor Asset Manager 50% Z | |||
| STSVX | 17.31 | -0.04 | -0.23% |
| BNY Mellon Sm Cp Val I | |||
| FHLFX | 16.89 | -0.12 | -0.71% |
| Fidelity Series International Index | |||