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CUSIX vs DFFVX
CUSIX vs DFFVX Comparison
Open Charts CUSIX vs DFFVX
Cullen Small Cap Value I
Price$13.55
Change-$0.15 (-1.09%)
VolumeN/A
Net Assets9.54M
DFA US Targeted Value I
Price$34.72
Change-$0.32 (-0.91%)
VolumeN/A
Net Assets13.33B
CUSIX vs DFFVX Comparison Chart in %
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CUSIX vs. DFFVX commentary
Jul 14, 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: 13.3B vs. CUSIX (9.54M). DFFVX pays higher dividends than CUSIX: DFFVX (1.63) vs CUSIX (1.00). 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 : 7.90 vs. CUSIX (-3.50). DFFVX return over 5 years is better than : 117.29 vs. CUSIX (55.47).
| 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 | -4.105 | 1.949 | -211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.54M | 13.3B | 0% |
| Annual Yield % from dividends | 1.00 | 1.63 | 61% |
| Returns for 1 year | -3.50 | 7.90 | -44% |
| Returns for 3 years | 3.02 | 38.63 | 8% |
| Returns for 5 years | 55.47 | 117.29 | 47% |
| Returns for 10 years | 0.87 | 60.40 | 1% |
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