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CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVX
Cullen Small Cap Value I
Price$11.91
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets9.15M
DFA US Small Cap Value I
Price$42.86
Change+$0.10 (+0.23%)
VolumeN/A
Net Assets14.18B
CUSIX vs DFSVX Comparison Chart
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CUSIX vs. DFSVX commentary
May 09, 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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.2B vs. CUSIX (9.15M). DFSVX pays higher dividends than CUSIX: DFSVX (1.75) vs CUSIX (1.52). 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 : -5.35 vs. CUSIX (-15.84). DFSVX return over 5 years is better than : 87.98 vs. CUSIX (45.70).
| 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 | -15.711 | -11.305 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.15M | 14.2B | 0% |
| Annual Yield % from dividends | 1.52 | 1.75 | 87% |
| Returns for 1 year | -15.84 | -5.35 | 296% |
| Returns for 3 years | -14.57 | 7.50 | -194% |
| Returns for 5 years | 45.70 | 87.98 | 52% |
| Returns for 10 years | -12.02 | 25.81 | -47% |
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