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CUSCX vs DFSVX
CUSCX vs DFSVX Comparison
Open Charts CUSCX vs DFSVX
Cullen Small Cap Value C
Price$12.62
Change+$0.15 (+1.20%)
VolumeN/A
Net Assets10.25M
DFA US Small Cap Value I
Price$50.81
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets16.49B
CUSCX vs DFSVX Comparison Chart in %
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CUSCX vs. DFSVX commentary
Sep 27, 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 CUSCX is a Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.5B vs. CUSCX (10.2M). DFSVX pays higher dividends than CUSCX: DFSVX (1.52) vs CUSCX (0.34). CUSCX was incepted earlier than DFSVX: CUSCX (16 years) vs DFSVX (33 years). CUSCX (4.82) is less costly to investors than DFSVX (0.31). CUSCX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than CUSCX: DFSVX (0) vs CUSCX (1000). DFSVX annual gain was more profitable for investors over the last year : 6.87 vs. CUSCX (-4.40). DFSVX return over 5 years is better than : 108.39 vs. CUSCX (52.23).
| CUSCX | DFSVX | CUSCX / DFSVX | |
| Total Expense Ratio | 2.00 | 0.31 | 645% |
| Annual Report Gross Expense Ratio | 4.82 | 0.31 | 1,555% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 5.499 | 5.663 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 16.5B | 0% |
| Annual Yield % from dividends | 0.34 | 1.52 | 22% |
| Returns for 1 year | -4.40 | 6.87 | -64% |
| Returns for 3 years | 11.39 | 43.95 | 26% |
| Returns for 5 years | 52.23 | 108.39 | 48% |
| Returns for 10 years | 12.43 | 73.20 | 17% |
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