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CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVX
Cullen Small Cap Value I
Price$12.76
Change-$0.35 (-2.67%)
VolumeN/A
Net Assets9.27M
DFA US Small Cap Value I
Price$45.20
Change-$0.73 (-1.59%)
VolumeN/A
Net Assets14.92B
CUSIX vs DFSVX Comparison Chart
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CUSIX vs. DFSVX commentary
Jun 16, 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 Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 14.9B vs. CUSIX (9.27M). DFSVX pays higher dividends than CUSIX: DFSVX (1.65) vs CUSIX (1.45). 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 : 1.83 vs. CUSIX (-4.65). DFSVX return over 5 years is better than : 86.94 vs. CUSIX (39.85).
| 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 | -9.696 | -6.462 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.27M | 14.9B | 0% |
| Annual Yield % from dividends | 1.45 | 1.65 | 88% |
| Returns for 1 year | -4.65 | 1.83 | -254% |
| Returns for 3 years | -4.48 | 19.38 | -23% |
| Returns for 5 years | 39.85 | 86.94 | 46% |
| Returns for 10 years | -7.74 | 30.89 | -25% |
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