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CUSRX vs DFSVX
CUSRX vs DFSVX Comparison
Open Charts CUSRX vs DFSVX
Cullen Small Cap Value Retail
Price$13.80
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets11.51M
DFA US Small Cap Value I
Price$49.94
Change+$0.23 (+0.46%)
VolumeN/A
Net Assets16.69B
CUSRX vs DFSVX Comparison Chart
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CUSRX vs. DFSVX commentary
Jan 19, 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: 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). DFSVX annual gain was more profitable for investors over the last year : 17.38 vs. CUSRX (9.26). DFSVX return over 5 years is better than : 51.83 vs. CUSRX (21.68).
| 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 | 2.298 | 2.948 | 78% |
| 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 | 9.26 | 17.38 | 53% |
| Returns for 3 years | -2.42 | 16.94 | -14% |
| Returns for 5 years | 21.68 | 51.83 | 42% |
| Returns for 10 years | 17.27 | 57.77 | 30% |
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