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CUSCX vs DFSVX
CUSCX vs DFSVX Comparison
Open Charts CUSCX vs DFSVX
Cullen Small Cap Value C
Price$11.73
Change-$0.07 (-0.59%)
VolumeN/A
Net Assets9.67M
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
CUSCX vs DFSVX Comparison Chart in %
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CUSCX vs. DFSVX commentary
Aug 17, 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 Buy and DFSVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. CUSCX (9.67M). DFSVX pays higher dividends than CUSCX: DFSVX (1.64) vs CUSCX (0.37). CUSCX was incepted earlier than DFSVX: CUSCX (16 years) vs DFSVX (32 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 : 5.62 vs. CUSCX (-6.58). DFSVX return over 5 years is better than : 80.15 vs. CUSCX (26.46).
| 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 | 32 years | - |
| Gain YTD | -0.761 | 1.483 | -51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.67M | 16.1B | 0% |
| Annual Yield % from dividends | 0.37 | 1.64 | 22% |
| Returns for 1 year | -6.58 | 5.62 | -117% |
| Returns for 3 years | -9.74 | 16.09 | -61% |
| Returns for 5 years | 26.46 | 80.15 | 33% |
| Returns for 10 years | -5.63 | 50.63 | -11% |