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CUSRX vs DFFVX
CUSRX vs DFFVX Comparison
Open Charts CUSRX vs DFFVX
Cullen Small Cap Value Retail
Price$12.28
Change+$0.20 (+1.66%)
VolumeN/A
Net Assets9.4M
DFA US Targeted Value I
Price$32.67
Change+$0.46 (+1.43%)
VolumeN/A
Net Assets12.49B
CUSRX vs DFFVX Comparison Chart
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CUSRX vs. DFFVX commentary
Jun 07, 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: 12.5B vs. CUSRX (9.4M). DFFVX pays higher dividends than CUSRX: DFFVX (1.62) vs CUSRX (1.19). CUSRX was incepted earlier than DFFVX: CUSRX (16 years) vs DFFVX (25 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 : 3.08 vs. CUSRX (-5.24). DFFVX return over 5 years is better than : 79.52 vs. CUSRX (24.58).
| 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 | 25 years | - |
| Gain YTD | -8.970 | -4.530 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.4M | 12.5B | 0% |
| Annual Yield % from dividends | 1.19 | 1.62 | 74% |
| Returns for 1 year | -5.24 | 3.08 | -170% |
| Returns for 3 years | -14.74 | 11.76 | -125% |
| Returns for 5 years | 24.58 | 79.52 | 31% |
| Returns for 10 years | -9.51 | 50.14 | -19% |
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