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CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVX
DFA US Small Cap Value I
Price$50.42
Change+$0.24 (+0.48%)
VolumeN/A
Net Assets16.31B
CUSIX vs DFSVX Comparison Chart in %
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CUSIX vs. DFSVX commentary
Oct 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.3B vs. CUSIX (9.9M). DFSVX pays higher dividends than CUSIX: DFSVX (1.66) vs CUSIX (1.13). 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 : 7.51 vs. CUSIX (-3.12). DFSVX return over 5 years is better than : 85.41 vs. CUSIX (44.33).
| 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 | 2.965 | 5.359 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.9M | 16.3B | 0% |
| Annual Yield % from dividends | 1.13 | 1.66 | 68% |
| Returns for 1 year | -3.12 | 7.51 | -41% |
| Returns for 3 years | 10.38 | 38.16 | 27% |
| Returns for 5 years | 44.33 | 85.41 | 52% |
| Returns for 10 years | 15.80 | 59.45 | 27% |
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