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CUSRX vs DFSVX
CUSRX vs DFSVX Comparison
Open Charts CUSRX vs DFSVX
Cullen Small Cap Value Retail
Price$14.70
Change-$0.16 (-1.08%)
VolumeN/A
CapitalizationN/A
DFA US Small Cap Value I
Price$48.18
Change-$1.97 (-3.93%)
VolumeN/A
CapitalizationN/A
CUSRX vs DFSVX Comparison Chart
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CUSRX vs. DFSVX commentary
Dec 19, 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 Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.2B 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). DFSVX annual gain was more profitable for investors over the last year : 15.68 vs. CUSRX (10.25). DFSVX return over 5 years is better than : 52.30 vs. CUSRX (25.11).
| 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 | 9.064 | 13.283 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 17.2B | 0% |
| Annual Yield % from dividends | 1.05 | 1.44 | 73% |
| Returns for 1 year | 10.25 | 15.68 | 65% |
| Returns for 3 years | -0.19 | 24.57 | -1% |
| Returns for 5 years | 25.11 | 52.30 | 48% |
| Returns for 10 years | 3.56 | 52.91 | 7% |
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