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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
Jun 24, 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 Buy and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. CUSRX (9.33M). DFSVX pays higher dividends than CUSRX: DFSVX (1.51) vs CUSRX (0.81). 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 : 33.16 vs. CUSRX (15.96). DFSVX return over 5 years is better than : 39.87 vs. CUSRX (-7.90).
| 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 | 6.515 | 16.688 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33M | 18.9B | 0% |
| Annual Yield % from dividends | 0.81 | 1.51 | 54% |
| Returns for 1 year | 15.96 | 33.16 | 48% |
| Returns for 3 years | 18.69 | 60.95 | 31% |
| Returns for 5 years | -7.90 | 39.87 | -20% |
| Returns for 10 years | 30.86 | 108.83 | 28% |
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