Interact to see
Advertisement
Advertisement
CUSRX vs DFFVX
CUSRX vs DFFVX Comparison
Open Charts CUSRX vs DFFVX
Cullen Small Cap Value Retail
Price$14.14
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets10.13M
DFA US Targeted Value I
Price$36.46
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets13.78B
CUSRX vs DFFVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CUSRX vs. DFFVX commentary
Aug 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 CUSRX is a Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. CUSRX (10.1M). DFFVX pays higher dividends than CUSRX: DFFVX (1.62) vs CUSRX (0.83). CUSRX was incepted earlier than DFFVX: CUSRX (16 years) vs DFFVX (26 years). CUSRX (4.07) is less costly to investors than DFFVX (0.30). CUSRX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than CUSRX: DFFVX (0) vs CUSRX (1000). DFFVX annual gain was more profitable for investors over the last year : 9.01 vs. CUSRX (-3.91). DFFVX return over 5 years is better than : 100.89 vs. CUSRX (44.99).
| CUSRX | DFFVX | CUSRX / DFFVX | |
| Total Expense Ratio | 1.25 | 0.29 | 431% |
| Annual Report Gross Expense Ratio | 4.07 | 0.30 | 1,357% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 4.818 | 7.058 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1M | 13.8B | 0% |
| Annual Yield % from dividends | 0.83 | 1.62 | 51% |
| Returns for 1 year | -3.91 | 9.01 | -43% |
| Returns for 3 years | 4.09 | 34.10 | 12% |
| Returns for 5 years | 44.99 | 100.89 | 45% |
| Returns for 10 years | 19.58 | 86.59 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers