Ad is loading...
CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVX
Cullen Small Cap Value I
Price$14.63
Change-$0.75 (-4.88%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
CUSIX vs DFSVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CUSIX vs. DFSVX commentary
Dec 19, 2024
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: 16.9B vs. CUSIX (11.8M). 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). CUSIX annual gain was more profitable for investors over the last year : 10.57 vs. DFSVX (9.08). DFSVX return over 5 years is better than : 46.31 vs. CUSIX (27.68).
| 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 | 9.326 | 8.833 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 16.9B | 0% |
| Annual Yield % from dividends | 1.17 | 1.44 | 82% |
| Returns for 1 year | 10.57 | 9.08 | 116% |
| Returns for 3 years | 1.15 | 19.68 | 6% |
| Returns for 5 years | 27.68 | 46.31 | 60% |
| Returns for 10 years | 7.72 | 46.90 | 16% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DFRA | 31.38 | N/A | N/A |
| Donoghue Forlines Yld Enhd Rl Ast ETF | |||
| IGBH | 24.34 | -0.10 | -0.41% |
| iShares Interest Rate Hdg L/T Corp BdETF | |||
| RODM | 28.77 | -0.69 | -2.34% |
| Hartford Multifactor Dev Mkts (exUS) ETF | |||
| MDY | 569.27 | -22.97 | -3.88% |
| SPDR® S&P MIDCAP 400 ETF Trust | |||
| SVXY | 47.69 | -4.52 | -8.66% |
| ProShares Short VIX Short-Term Futures | |||