CUSRX
Price
$14.14
Change
+$0.09 (+0.64%)
Updated
Aug 29 closing price
Net Assets
10.13M
DFSVX
Price
$50.95
Change
-$0.08 (-0.16%)
Updated
Aug 29 closing price
Net Assets
16.62B
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CUSRX vs DFSVX

Header iconCUSRX vs DFSVX Comparison
Open Charts CUSRX vs DFSVXBanner chart's image
Cullen Small Cap Value Retail
Price$14.14
Change+$0.09 (+0.64%)
VolumeN/A
Net Assets10.13M
DFA US Small Cap Value I
Price$50.95
Change-$0.08 (-0.16%)
VolumeN/A
Net Assets16.62B
CUSRX vs DFSVX Comparison Chart in %
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CUSRX vs. DFSVX commentary
Aug 30, 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.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. CUSRX (10.1M). DFSVX pays higher dividends than CUSRX: DFSVX (1.64) vs CUSRX (0.83). CUSRX was incepted earlier than DFSVX: CUSRX (16 years) vs DFSVX (33 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 : 6.79 vs. CUSRX (-3.91). DFSVX return over 5 years is better than : 89.95 vs. CUSRX (44.99).
CUSRXDFSVXCUSRX / DFSVX
Total Expense Ratio1.250.31403%
Annual Report Gross Expense Ratio4.070.311,313%
Fund Existence16 years33 years-
Gain YTD4.8185.95481%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets10.1M16.6B0%
Annual Yield % from dividends0.831.6450%
Returns for 1 year-3.916.79-58%
Returns for 3 years4.0929.3914%
Returns for 5 years44.9989.9550%
Returns for 10 years19.5868.0529%
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