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CUSRX vs DFFVX
CUSRX vs DFFVX Comparison
Open Charts CUSRX vs DFFVX
Cullen Small Cap Value Retail
Price$15.16
Change-$0.21 (-1.37%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$35.81
Change-$0.30 (-0.83%)
VolumeN/A
CapitalizationN/A
CUSRX vs DFFVX Comparison Chart
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CUSRX vs. DFFVX commentary
Nov 18, 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 CUSRX is a Sell and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. CUSRX (11.9M). DFFVX pays higher dividends than CUSRX: DFFVX (1.37) vs CUSRX (1.05). CUSRX was incepted earlier than DFFVX: CUSRX (15 years) vs DFFVX (25 years). CUSRX is a more actively managed with annual turnover of: 70.00 vs. DFFVX (20.00). DFFVX has a lower initial minimum investment than CUSRX: DFFVX (0) vs CUSRX (1000). CUSRX annual gain was more profitable for investors over the last year : 29.74 vs. DFFVX (27.76). DFFVX return over 5 years is better than : 61.92 vs. CUSRX (32.14).
| CUSRX | DFFVX | CUSRX / DFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 12.477 | 13.547 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 14.1B | 0% |
| Annual Yield % from dividends | 1.05 | 1.37 | 77% |
| Returns for 1 year | 29.74 | 27.76 | 107% |
| Returns for 3 years | -5.53 | 10.22 | -54% |
| Returns for 5 years | 32.14 | 61.92 | 52% |
| Returns for 10 years | 3.60 | 62.51 | 6% |
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