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CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVX
Cullen Small Cap Value I
Price$15.51
Change-$0.11 (-0.70%)
VolumeN/A
Net Assets10.38M
DFA US Small Cap Value I
Price$50.90
Change-$0.65 (-1.26%)
VolumeN/A
Net Assets16.69B
CUSIX vs DFSVX Comparison Chart in %
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CUSIX vs. DFSVX commentary
Sep 14, 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: 16.7B vs. CUSIX (10.4M). DFSVX pays higher dividends than CUSIX: DFSVX (1.52) vs CUSIX (0.88). CUSIX was incepted earlier than DFSVX: CUSIX (16 years) vs DFSVX (33 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 : 12.05 vs. CUSIX (5.26). DFSVX return over 5 years is better than : 99.03 vs. CUSIX (64.02).
| 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 | 33 years | - |
| Gain YTD | 9.766 | 5.850 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 16.7B | 0% |
| Annual Yield % from dividends | 0.88 | 1.52 | 58% |
| Returns for 1 year | 5.26 | 12.05 | 44% |
| Returns for 3 years | 11.24 | 32.52 | 35% |
| Returns for 5 years | 64.02 | 99.03 | 65% |
| Returns for 10 years | 28.28 | 64.05 | 44% |
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