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CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVX
Cullen Small Cap Value I
Price$13.72
Change-$0.33 (-2.35%)
VolumeN/A
Net Assets10.87M
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
CUSIX vs DFSVX Comparison Chart
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CUSIX vs. DFSVX commentary
Feb 23, 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: 15.9B vs. CUSIX (10.9M). 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 : 9.32 vs. CUSIX (1.04). DFSVX return over 5 years is better than : 52.23 vs. CUSIX (24.68).
| 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 | -2.902 | -1.546 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9M | 15.9B | 0% |
| Annual Yield % from dividends | 1.17 | 1.44 | 82% |
| Returns for 1 year | 1.04 | 9.32 | 11% |
| Returns for 3 years | -4.16 | 17.14 | -24% |
| Returns for 5 years | 24.68 | 52.23 | 47% |
| Returns for 10 years | 5.40 | 41.91 | 13% |
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