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CUSRX vs DFFVX
CUSRX vs DFFVX Comparison
Open Charts CUSRX vs DFFVX
Cullen Small Cap Value Retail
Price$14.70
Change-$0.16 (-1.08%)
VolumeN/A
CapitalizationN/A
DFA US Targeted Value I
Price$35.53
Change-$0.50 (-1.39%)
VolumeN/A
CapitalizationN/A
CUSRX vs DFFVX Comparison Chart
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CUSRX vs. DFFVX commentary
Dec 19, 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 Hold and DFFVX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.2B 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). DFFVX annual gain was more profitable for investors over the last year : 15.38 vs. CUSRX (10.25). DFFVX return over 5 years is better than : 60.26 vs. CUSRX (25.11).
| 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 | 9.064 | 13.033 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 14.2B | 0% |
| Annual Yield % from dividends | 1.05 | 1.37 | 77% |
| Returns for 1 year | 10.25 | 15.38 | 67% |
| Returns for 3 years | -0.19 | 26.84 | -1% |
| Returns for 5 years | 25.11 | 60.26 | 42% |
| Returns for 10 years | 3.56 | 71.11 | 5% |
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