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CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVX
Cullen Small Cap Value I
Price$14.99
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets10.23M
DFA US Small Cap Value I
Price$54.62
Change+$0.37 (+0.68%)
VolumeN/A
Net Assets17.46B
CUSIX vs DFSVX Comparison Chart in %
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CUSIX vs. DFSVX commentary
Jan 16, 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 CUSIX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. CUSIX (10.2M). DFSVX pays higher dividends than CUSIX: DFSVX (1.69) vs CUSIX (1.06). CUSIX was incepted earlier than DFSVX: CUSIX (16 years) vs DFSVX (33 years). CUSIX (4.22) is less costly to investors than DFSVX (0.31). CUSIX is a more actively managed with annual turnover of: 38.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than CUSIX: DFSVX (0) vs CUSIX (1000000). DFSVX annual gain was more profitable for investors over the last year : 13.71 vs. CUSIX (8.69). DFSVX return over 5 years is better than : 55.39 vs. CUSIX (10.18).
| CUSIX | DFSVX | CUSIX / DFSVX | |
| Total Expense Ratio | 1.00 | 0.31 | 323% |
| Annual Report Gross Expense Ratio | 4.22 | 0.31 | 1,361% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 8.466 | 5.771 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 17.5B | 0% |
| Annual Yield % from dividends | 1.06 | 1.69 | 63% |
| Returns for 1 year | 8.69 | 13.71 | 63% |
| Returns for 3 years | 6.18 | 37.53 | 16% |
| Returns for 5 years | 10.18 | 55.39 | 18% |
| Returns for 10 years | 49.82 | 114.57 | 43% |
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