Interact to see
Advertisement
Advertisement
CUSRX vs DFSVX
CUSRX vs DFSVX Comparison
Open Charts CUSRX vs DFSVX
Cullen Small Cap Value Retail
Price$12.45
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets8.91M
DFA US Small Cap Value I
Price$48.41
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets15.71B
CUSRX vs DFSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CUSRX vs. DFSVX commentary
Nov 20, 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: 15.7B vs. CUSRX (8.91M). DFSVX pays higher dividends than CUSRX: DFSVX (1.69) vs CUSRX (1.09). 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: 38.00 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 : -3.00 vs. CUSRX (-17.24). DFSVX return over 5 years is better than : 61.32 vs. CUSRX (9.92).
| CUSRX | DFSVX | CUSRX / DFSVX | |
| Total Expense Ratio | 1.25 | 0.31 | 403% |
| Annual Report Gross Expense Ratio | 4.07 | 0.31 | 1,313% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | -7.047 | 1.159 | -608% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.91M | 15.7B | 0% |
| Annual Yield % from dividends | 1.09 | 1.69 | 65% |
| Returns for 1 year | -17.24 | -3.00 | 576% |
| Returns for 3 years | -11.28 | 17.38 | -65% |
| Returns for 5 years | 9.92 | 61.32 | 16% |
| Returns for 10 years | 3.31 | 53.46 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BZQ | 8.12 | 0.10 | +1.18% |
| ProShares UltraShort MSCI Brazil Capped | |||
| DFNL | 44.60 | 0.03 | +0.06% |
| Davis Select Financial ETF | |||
| PXH | 25.66 | -0.14 | -0.52% |
| Invesco RAFI Emerging Markets ETF | |||
| BIB | 76.39 | -1.52 | -1.95% |
| ProShares Ultra Nasdaq Biotechnology | |||
| BCOR | 26.54 | -0.66 | -2.44% |
| Grayscale Bitcoin Adopters ETF | |||