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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 23, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.7B vs. CUSIX (10M). DFSVX pays higher dividends than CUSIX: DFSVX (1.50) vs CUSIX (1.28). CUSIX was incepted earlier than DFSVX: CUSIX (17 years) vs DFSVX (34 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 : 31.52 vs. CUSIX (13.15). DFSVX return over 5 years is better than : 54.66 vs. CUSIX (7.20).
| 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 | 34 years | - |
| Gain YTD | 13.725 | 23.034 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10M | 19.7B | 0% |
| Annual Yield % from dividends | 1.28 | 1.50 | 85% |
| Returns for 1 year | 13.15 | 31.52 | 42% |
| Returns for 3 years | 27.60 | 61.32 | 45% |
| Returns for 5 years | 7.20 | 54.66 | 13% |
| Returns for 10 years | 34.34 | 101.85 | 34% |
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