CUSIX
Price
$14.42
Change
+$0.09 (+0.63%)
Updated
Jun 2 closing price
Net Assets
9.2M
DFFVX
Price
$42.20
Change
+$0.40 (+0.96%)
Updated
Jun 2 closing price
Net Assets
15.81B
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CUSIX vs DFFVX

Header iconCUSIX vs DFFVX Comparison
Open Charts CUSIX vs DFFVXBanner chart's image
CUSIX vs DFFVX Comparison Chart in %
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CUSIX vs. DFFVX commentary
Jun 04, 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 StrongBuy and DFFVX is a Buy.

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FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 15.8B vs. CUSIX (9.2M). DFFVX pays higher dividends than CUSIX: DFFVX (1.51) vs CUSIX (1.04). 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 : 33.17 vs. CUSIX (15.72). DFFVX return over 5 years is better than : 40.28 vs. CUSIX (-10.25).
CUSIXDFFVXCUSIX / DFFVX
Total Expense Ratio1.000.29345%
Annual Report Gross Expense Ratio4.220.301,407%
Fund Existence17 years26 years-
Gain YTD3.71113.47828%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.2M15.8B0%
Annual Yield % from dividends1.041.5169%
Returns for 1 year15.7233.1747%
Returns for 3 years15.0159.3325%
Returns for 5 years-10.2540.28-25%
Returns for 10 years25.32116.0022%
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