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CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVX
Cullen Small Cap Value I
Price$12.66
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets9.23M
DFA US Small Cap Value I
Price$44.74
Change-$0.10 (-0.22%)
VolumeN/A
Net Assets14.8B
CUSIX vs DFSVX Comparison Chart
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CUSIX vs. DFSVX commentary
Jun 06, 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. CUSIX (9.23M). DFSVX pays higher dividends than CUSIX: DFSVX (1.65) vs CUSIX (1.45). CUSIX was incepted earlier than DFSVX: CUSIX (16 years) vs DFSVX (32 years). CUSIX (3.82) is less costly to investors than DFSVX (0.31). CUSIX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than CUSIX: DFSVX (0) vs CUSIX (1000000). DFSVX annual gain was more profitable for investors over the last year : -0.92 vs. CUSIX (-6.43). DFSVX return over 5 years is better than : 66.28 vs. CUSIX (24.97).
| CUSIX | DFSVX | CUSIX / DFSVX | |
| Total Expense Ratio | 1.00 | 0.31 | 323% |
| Annual Report Gross Expense Ratio | 3.82 | 0.31 | 1,232% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | -10.403 | -7.414 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23M | 14.8B | 0% |
| Annual Yield % from dividends | 1.45 | 1.65 | 88% |
| Returns for 1 year | -6.43 | -0.92 | 699% |
| Returns for 3 years | -14.42 | 7.11 | -203% |
| Returns for 5 years | 24.97 | 66.28 | 38% |
| Returns for 10 years | -7.32 | 31.37 | -23% |
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