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CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVX
Cullen Small Cap Value I
Price$12.00
Change-$1.11 (-8.47%)
VolumeN/A
Net Assets10.23M
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
CUSIX vs DFSVX Comparison Chart
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CUSIX vs. DFSVX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. CUSIX (10.2M). DFSVX pays higher dividends than CUSIX: DFSVX (1.65) vs CUSIX (1.42). 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 : -0.75 vs. CUSIX (-7.30). DFSVX return over 5 years is better than : 148.44 vs. CUSIX (96.98).
| 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 | -7.219 | -6.586 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 15B | 0% |
| Annual Yield % from dividends | 1.42 | 1.65 | 86% |
| Returns for 1 year | -7.30 | -0.75 | 976% |
| Returns for 3 years | -10.33 | 7.99 | -129% |
| Returns for 5 years | 96.98 | 148.44 | 65% |
| Returns for 10 years | -0.16 | 31.44 | -1% |
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