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CUSRX vs DFSVX
CUSRX vs DFSVX Comparison
Open Charts CUSRX vs DFSVX
Cullen Small Cap Value Retail
Price$13.10
Change-$0.31 (-2.31%)
VolumeN/A
Net Assets10.87M
DFA US Small Cap Value I
Price$47.76
Change-$1.14 (-2.33%)
VolumeN/A
Net Assets15.87B
CUSRX vs DFSVX Comparison Chart
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CUSRX vs. DFSVX commentary
Feb 23, 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: 15.9B vs. CUSRX (10.9M). 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). DFSVX annual gain was more profitable for investors over the last year : 9.32 vs. CUSRX (0.65). DFSVX return over 5 years is better than : 52.23 vs. CUSRX (22.17).
| 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 | -2.891 | -1.546 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9M | 15.9B | 0% |
| Annual Yield % from dividends | 1.05 | 1.44 | 73% |
| Returns for 1 year | 0.65 | 9.32 | 7% |
| Returns for 3 years | -5.26 | 17.14 | -31% |
| Returns for 5 years | 22.17 | 52.23 | 42% |
| Returns for 10 years | 1.35 | 41.91 | 3% |
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