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CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVX
Cullen Small Cap Value I
Price$14.01
Change-$0.05 (-0.36%)
VolumeN/A
Net Assets9.65M
DFA US Small Cap Value I
Price$52.48
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets16.76B
CUSIX vs DFSVX Comparison Chart in %
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CUSIX vs. DFSVX commentary
Dec 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 CUSIX is a Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. CUSIX (9.65M). 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 (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 : 9.08 vs. CUSIX (-0.17). DFSVX return over 5 years is better than : 62.40 vs. CUSIX (9.64).
| 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 | -0.308 | 9.664 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.65M | 16.8B | 0% |
| Annual Yield % from dividends | 1.18 | 1.62 | 72% |
| Returns for 1 year | -0.17 | 9.08 | -2% |
| Returns for 3 years | 7.03 | 39.53 | 18% |
| Returns for 5 years | 9.64 | 62.40 | 15% |
| Returns for 10 years | 18.36 | 79.47 | 23% |
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