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CUSRX vs DFSVX
CUSRX vs DFSVX Comparison
Open Charts CUSRX vs DFSVX
Cullen Small Cap Value Retail
Price$11.45
Change-$1.06 (-8.47%)
VolumeN/A
Net Assets10.23M
DFA US Small Cap Value I
Price$41.46
Change-$3.68 (-8.15%)
VolumeN/A
Net Assets14.99B
CUSRX vs DFSVX Comparison Chart
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CUSRX vs. DFSVX commentary
Apr 04, 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15B vs. CUSRX (10.2M). DFSVX pays higher dividends than CUSRX: DFSVX (1.65) vs CUSRX (1.17). CUSRX was incepted earlier than DFSVX: CUSRX (16 years) vs DFSVX (32 years). CUSRX (4.07) is less costly to investors than DFSVX (0.31). CUSRX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than CUSRX: DFSVX (0) vs CUSRX (1000). DFSVX annual gain was more profitable for investors over the last year : -0.75 vs. CUSRX (-7.76). DFSVX return over 5 years is better than : 148.44 vs. CUSRX (92.79).
| CUSRX | DFSVX | CUSRX / DFSVX | |
| Total Expense Ratio | 1.25 | 0.31 | 403% |
| Annual Report Gross Expense Ratio | 4.07 | 0.31 | 1,313% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | -7.265 | -6.586 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 15B | 0% |
| Annual Yield % from dividends | 1.17 | 1.65 | 71% |
| Returns for 1 year | -7.76 | -0.75 | 1,037% |
| Returns for 3 years | -11.44 | 7.99 | -143% |
| Returns for 5 years | 92.79 | 148.44 | 63% |
| Returns for 10 years | -3.99 | 31.44 | -13% |
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