CUSIX
Price
$14.42
Change
+$0.09 (+0.63%)
Updated
Jun 2 closing price
Net Assets
9.2M
DFSVX
Price
$59.85
Change
+$0.57 (+0.96%)
Updated
Jun 2 closing price
Net Assets
18.72B
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CUSIX vs DFSVX

Header iconCUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVXBanner chart's image
CUSIX vs DFSVX Comparison Chart in %
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CUSIX vs. DFSVX commentary
Jun 04, 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 StrongBuy and DFSVX is a Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.7B vs. CUSIX (9.2M). DFSVX pays higher dividends than CUSIX: DFSVX (1.51) vs CUSIX (1.04). 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 : 37.29 vs. CUSIX (15.72). DFSVX return over 5 years is better than : 36.39 vs. CUSIX (-10.25).
CUSIXDFSVXCUSIX / DFSVX
Total Expense Ratio1.000.31323%
Annual Report Gross Expense Ratio4.220.311,361%
Fund Existence17 years33 years-
Gain YTD3.71116.31923%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.2M18.7B0%
Annual Yield % from dividends1.041.5169%
Returns for 1 year15.7237.2942%
Returns for 3 years15.0161.2625%
Returns for 5 years-10.2536.39-28%
Returns for 10 years25.32101.5625%
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