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CUSRX vs DFSVX
CUSRX vs DFSVX Comparison
Open Charts CUSRX vs DFSVX
Cullen Small Cap Value Retail
Price$15.16
Change-$0.21 (-1.37%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$50.89
Change-$0.39 (-0.76%)
VolumeN/A
CapitalizationN/A
CUSRX vs DFSVX Comparison Chart
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CUSRX vs. DFSVX commentary
Nov 18, 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 Sell and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.4B vs. CUSRX (11.9M). 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 : 29.74 vs. DFSVX (26.86). DFSVX return over 5 years is better than : 56.90 vs. CUSRX (32.14).
| 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 | 12.477 | 14.541 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 17.4B | 0% |
| Annual Yield % from dividends | 1.05 | 1.44 | 73% |
| Returns for 1 year | 29.74 | 26.86 | 111% |
| Returns for 3 years | -5.53 | 7.13 | -78% |
| Returns for 5 years | 32.14 | 56.90 | 56% |
| Returns for 10 years | 3.60 | 48.27 | 7% |
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