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CUURX vs DFSVX
CUURX vs DFSVX Comparison
Open Charts CUURX vs DFSVX
CUURX vs DFSVX Comparison Chart in %
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CUURX vs. DFSVX commentary
Jun 04, 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 CUURX is a Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.9B vs. CUURX (2.32B). CUURX pays higher dividends than DFSVX: CUURX (1.73) vs DFSVX (1.51). CUURX was incepted earlier than DFSVX: CUURX (14 years) vs DFSVX (33 years). CUURX (0.89) is less costly to investors than DFSVX (0.31). CUURX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (7.00). CUURX (0) and DFSVX (0) have matching initial minimum investment requirements. DFSVX annual gain was more profitable for investors over the last year : 34.94 vs. CUURX (27.51). DFSVX return over 5 years is better than : 36.19 vs. CUURX (8.81).
| CUURX | DFSVX | CUURX / DFSVX | |
| Total Expense Ratio | 0.85 | 0.31 | 274% |
| Annual Report Gross Expense Ratio | 0.89 | 0.31 | 287% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 13.636 | 16.319 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 18.9B | 12% |
| Annual Yield % from dividends | 1.73 | 1.51 | 115% |
| Returns for 1 year | 27.51 | 34.94 | 79% |
| Returns for 3 years | 37.43 | 61.26 | 61% |
| Returns for 5 years | 8.81 | 36.19 | 24% |
| Returns for 10 years | 57.49 | 101.56 | 57% |
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