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CUSRX vs DFFVX
CUSRX vs DFFVX Comparison
Open Charts CUSRX vs DFFVX
Cullen Small Cap Value Retail
Price$15.11
Change-$0.14 (-0.92%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$34.03
Change-$0.45 (-1.31%)
VolumeN/A
CapitalizationN/A
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CUSRX vs DFFVX Comparison Chart
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CUSRX vs. DFFVX commentary
Sep 22, 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 StrongSell and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.8B vs. CUSRX (11.5M). 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 : 31.39 vs. DFFVX (22.61). DFFVX return over 5 years is better than : 59.42 vs. CUSRX (36.89).
| 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 | 11.817 | 7.514 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5M | 13.8B | 0% |
| Annual Yield % from dividends | 1.05 | 1.37 | 77% |
| Returns for 1 year | 31.39 | 22.61 | 139% |
| Returns for 3 years | 3.40 | 20.03 | 17% |
| Returns for 5 years | 36.89 | 59.42 | 62% |
| Returns for 10 years | -1.57 | 55.75 | -3% |
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