CUSIX
Price
$14.54
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
DFSVX
Price
$46.60
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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Compare predictions CUSIX vs DFSVX

Header iconCUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVXBanner chart's image
Cullen Small Cap Value I
Price$14.54
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$46.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CUSIX vs DFSVX Comparison Chart

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VS
CUSIX vs. DFSVX commentary
Apr 14, 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 Buy and DFSVX is a Buy.

FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. CUSIX (12M). DFSVX pays higher dividends than CUSIX: DFSVX (1.44) vs CUSIX (1.17). CUSIX was incepted earlier than DFSVX: CUSIX (15 years) vs DFSVX (31 years). CUSIX (4.56) is less costly to investors than DFSVX (0.31). CUSIX is a more actively managed with annual turnover of: 70.00 vs. DFSVX (23.00). 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 : 21.13 vs. CUSIX (12.78). DFSVX return over 5 years is better than : 44.23 vs. CUSIX (32.80).
CUSIXDFSVXCUSIX / DFSVX
Total Expense Ratio1.000.31323%
Annual Report Gross Expense Ratio4.560.311,471%
Fund Existence15 years31 years-
Gain YTD2.6314.04865%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets12M15.9B0%
Annual Yield % from dividends1.171.4482%
Returns for 1 year12.7821.1360%
Returns for 3 years-9.1110.70-85%
Returns for 5 years32.8044.2374%
Returns for 10 years-9.8637.65-26%
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