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CUSRX vs DFSVX
CUSRX vs DFSVX Comparison
Open Charts CUSRX vs DFSVX
Cullen Small Cap Value Retail
Price$12.28
Change+$0.20 (+1.66%)
VolumeN/A
Net Assets9.4M
DFA US Small Cap Value I
Price$45.37
Change+$0.63 (+1.41%)
VolumeN/A
Net Assets14.77B
CUSRX vs DFSVX Comparison Chart
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CUSRX vs. DFSVX 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.8B vs. CUSRX (9.4M). DFSVX pays higher dividends than CUSRX: DFSVX (1.65) vs CUSRX (1.19). 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 : 0.94 vs. CUSRX (-5.24). DFSVX return over 5 years is better than : 68.62 vs. CUSRX (24.58).
| 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 | -8.970 | -6.110 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.4M | 14.8B | 0% |
| Annual Yield % from dividends | 1.19 | 1.65 | 72% |
| Returns for 1 year | -5.24 | 0.94 | -559% |
| Returns for 3 years | -14.74 | 7.43 | -199% |
| Returns for 5 years | 24.58 | 68.62 | 36% |
| Returns for 10 years | -9.51 | 33.33 | -29% |
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