Interact to see
Advertisement
Advertisement
CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVX
DFA US Small Cap Value I
Price$46.48
Change-$0.15 (-0.32%)
VolumeN/A
Net Assets15.34B
CUSIX vs DFSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CUSIX vs. DFSVX commentary
Jun 30, 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 Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.3B vs. CUSIX (9.5M). DFSVX pays higher dividends than CUSIX: DFSVX (1.65) vs CUSIX (1.45). CUSIX was incepted earlier than DFSVX: CUSIX (16 years) vs DFSVX (32 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 : 5.37 vs. CUSIX (-1.28). DFSVX return over 5 years is better than : 102.91 vs. CUSIX (51.11).
| 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 | 32 years | - |
| Gain YTD | -7.502 | -3.342 | 224% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.5M | 15.3B | 0% |
| Annual Yield % from dividends | 1.45 | 1.65 | 88% |
| Returns for 1 year | -1.28 | 5.37 | -24% |
| Returns for 3 years | -2.51 | 25.31 | -10% |
| Returns for 5 years | 51.11 | 102.91 | 50% |
| Returns for 10 years | -3.45 | 37.61 | -9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HIX | 4.31 | 0.02 | +0.47% |
| Western Asset High Income Fund II | |||
| VCLT | 75.41 | N/A | N/A |
| Vanguard Long-Term Corporate Bd ETF | |||
| XFIV | 49.24 | -0.07 | -0.14% |
| BondBloxx Bloomberg FiveYrTrgDurUSTrsETF | |||
| TLTW | 23.03 | -0.04 | -0.17% |
| iShares 20+ Year Trs Bd Buywrt Stgy ETF | |||
| FXED | 18.02 | -0.05 | -0.30% |
| Sound Enhanced Fixed Income ETF | |||