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CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVX
Cullen Small Cap Value I
Price$15.07
Change+$0.23 (+1.55%)
VolumeN/A
Net Assets10.16M
DFA US Small Cap Value I
Price$57.50
Change+$0.99 (+1.75%)
VolumeN/A
Net Assets18.22B
CUSIX vs DFSVX Comparison Chart in %
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CUSIX vs. DFSVX commentary
Feb 05, 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 Buy and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 18.2B vs. CUSIX (10.2M). DFSVX pays higher dividends than CUSIX: DFSVX (1.58) vs CUSIX (0.99). 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 (7.00). 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 : 17.52 vs. CUSIX (5.33). DFSVX return over 5 years is better than : 55.54 vs. CUSIX (7.22).
| 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 | 7.381 | 9.431 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 18.2B | 0% |
| Annual Yield % from dividends | 0.99 | 1.58 | 63% |
| Returns for 1 year | 5.33 | 17.52 | 30% |
| Returns for 3 years | 2.81 | 35.91 | 8% |
| Returns for 5 years | 7.22 | 55.54 | 13% |
| Returns for 10 years | 46.95 | 121.92 | 39% |