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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+$0.16 (+1.16%)
VolumeN/A
Net Assets9.75M
DFA US Small Cap Value I
Price$48.52
Change+$0.23 (+0.48%)
VolumeN/A
Net Assets16.01B
CUSIX vs DFSVX Comparison Chart in %
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CUSIX vs. DFSVX commentary
Jul 28, 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: 16B vs. CUSIX (9.75M). DFSVX pays higher dividends than CUSIX: DFSVX (1.67) vs CUSIX (1.00). CUSIX was incepted earlier than DFSVX: CUSIX (16 years) vs DFSVX (32 years). CUSIX (3.82) is less costly to investors than DFSVX (0.31). CUSIX is a more actively managed with annual turnover of: 72.00 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 : 0.60 vs. CUSIX (-6.43). DFSVX return over 5 years is better than : 94.25 vs. CUSIX (52.13).
| 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 | 32 years | - |
| Gain YTD | -0.849 | 0.901 | -94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.75M | 16B | 0% |
| Annual Yield % from dividends | 1.00 | 1.67 | 60% |
| Returns for 1 year | -6.43 | 0.60 | -1,078% |
| Returns for 3 years | 1.75 | 27.09 | 6% |
| Returns for 5 years | 52.13 | 94.25 | 55% |
| Returns for 10 years | 9.62 | 50.73 | 19% |
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