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CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVX
Cullen Small Cap Value I
Price$14.45
Change+$0.10 (+0.70%)
VolumeN/A
Net Assets11.51M
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.69B
CUSIX vs DFSVX Comparison Chart
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CUSIX vs. DFSVX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. CUSIX (11.5M). DFSVX pays higher dividends than CUSIX: DFSVX (1.44) vs CUSIX (1.17). CUSIX was incepted earlier than DFSVX: CUSIX (15 years) vs DFSVX (32 years). CUSIX is a more actively managed with annual turnover of: 70.00 vs. DFSVX (25.00). 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 : 17.38 vs. CUSIX (9.75). DFSVX return over 5 years is better than : 51.83 vs. CUSIX (24.24).
| CUSIX | DFSVX | CUSIX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 2.265 | 2.948 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5M | 16.7B | 0% |
| Annual Yield % from dividends | 1.17 | 1.44 | 82% |
| Returns for 1 year | 9.75 | 17.38 | 56% |
| Returns for 3 years | -1.30 | 16.94 | -8% |
| Returns for 5 years | 24.24 | 51.83 | 47% |
| Returns for 10 years | 21.99 | 57.77 | 38% |
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