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CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
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CUSIX vs DFSVX Comparison Chart in %
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CUSIX vs. DFSVX commentary
Aug 03, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.5B vs. CUSIX (9.55M). DFSVX pays higher dividends than CUSIX: DFSVX (1.50) vs CUSIX (1.28). CUSIX was incepted earlier than DFSVX: CUSIX (17 years) vs DFSVX (33 years). CUSIX (4.22) is less costly to investors than DFSVX (0.31). CUSIX is a more actively managed with annual turnover of: 38.00 vs. DFSVX (7.00). 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 : 34.39 vs. CUSIX (13.06). DFSVX return over 5 years is better than : 50.66 vs. CUSIX (1.90).
| CUSIX | DFSVX | CUSIX / DFSVX | |
| Total Expense Ratio | 1.00 | 0.31 | 323% |
| Annual Report Gross Expense Ratio | 4.22 | 0.31 | 1,361% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 8.935 | 21.336 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.55M | 19.5B | 0% |
| Annual Yield % from dividends | 1.28 | 1.50 | 85% |
| Returns for 1 year | 13.06 | 34.39 | 38% |
| Returns for 3 years | 10.54 | 50.37 | 21% |
| Returns for 5 years | 1.90 | 50.66 | 4% |
| Returns for 10 years | 34.61 | 107.71 | 32% |
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