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CUSRX vs DFSVX
CUSRX vs DFSVX Comparison
Open Charts CUSRX vs DFSVX
CUSRX vs DFSVX Comparison Chart in %
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CUSRX vs. DFSVX commentary
Aug 03, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 19.5B vs. CUSRX (9.55M). DFSVX pays higher dividends than CUSRX: DFSVX (1.50) vs CUSRX (1.01). CUSRX was incepted earlier than DFSVX: CUSRX (17 years) vs DFSVX (33 years). CUSRX (4.50) is less costly to investors than DFSVX (0.31). CUSRX is a more actively managed with annual turnover of: 38.00 vs. DFSVX (7.00). 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 : 34.39 vs. CUSRX (12.75). DFSVX return over 5 years is better than : 50.66 vs. CUSRX (-0.17).
| CUSRX | DFSVX | CUSRX / DFSVX | |
| Total Expense Ratio | 1.25 | 0.31 | 403% |
| Annual Report Gross Expense Ratio | 4.50 | 0.31 | 1,452% |
| Fund Existence | 17 years | 33 years | - |
| Gain YTD | 8.740 | 21.336 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.55M | 19.5B | 0% |
| Annual Yield % from dividends | 1.01 | 1.50 | 67% |
| Returns for 1 year | 12.75 | 34.39 | 37% |
| Returns for 3 years | 9.51 | 50.37 | 19% |
| Returns for 5 years | -0.17 | 50.66 | -0% |
| Returns for 10 years | 29.40 | 107.71 | 27% |
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