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CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVX
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
CUSIX vs DFSVX Comparison Chart in %
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CUSIX vs. DFSVX commentary
Dec 05, 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 CUSIX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. CUSIX (9.7M). DFSVX pays higher dividends than CUSIX: DFSVX (1.62) vs CUSIX (1.18). CUSIX was incepted earlier than DFSVX: CUSIX (16 years) vs DFSVX (33 years). CUSIX (3.82) 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 : 0.82 vs. CUSIX (-11.01). DFSVX return over 5 years is better than : 62.61 vs. CUSIX (13.26).
| CUSIX | DFSVX | CUSIX / DFSVX | |
| Total Expense Ratio | 1.00 | 0.31 | 323% |
| Annual Report Gross Expense Ratio | 3.82 | 0.31 | 1,232% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | 1.897 | 8.912 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7M | 16.7B | 0% |
| Annual Yield % from dividends | 1.18 | 1.62 | 72% |
| Returns for 1 year | -11.01 | 0.82 | -1,335% |
| Returns for 3 years | -2.87 | 23.63 | -12% |
| Returns for 5 years | 13.26 | 62.61 | 21% |
| Returns for 10 years | 16.89 | 64.29 | 26% |
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