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CUSRX vs DFSVX
CUSRX vs DFSVX Comparison
Open Charts CUSRX vs DFSVX
Cullen Small Cap Value Retail
Price$15.11
Change-$0.14 (-0.92%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.52
Change-$0.67 (-1.36%)
VolumeN/A
CapitalizationN/A
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CUSRX vs DFSVX Comparison Chart
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CUSRX vs. DFSVX 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 DFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. CUSRX (11.5M). DFSVX pays higher dividends than CUSRX: DFSVX (1.44) vs CUSRX (1.05). CUSRX was incepted earlier than DFSVX: CUSRX (15 years) vs DFSVX (32 years). CUSRX is a more actively managed with annual turnover of: 70.00 vs. DFSVX (25.00). DFSVX has a lower initial minimum investment than CUSRX: DFSVX (0) vs CUSRX (1000). CUSRX annual gain was more profitable for investors over the last year : 31.39 vs. DFSVX (22.84). DFSVX return over 5 years is better than : 55.21 vs. CUSRX (36.89).
| CUSRX | DFSVX | CUSRX / DFSVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 32 years | - |
| Gain YTD | 11.817 | 8.788 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5M | 16.7B | 0% |
| Annual Yield % from dividends | 1.05 | 1.44 | 73% |
| Returns for 1 year | 31.39 | 22.84 | 137% |
| Returns for 3 years | 3.40 | 17.09 | 20% |
| Returns for 5 years | 36.89 | 55.21 | 67% |
| Returns for 10 years | -1.57 | 44.49 | -4% |
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