Interact to see
Advertisement
Advertisement
CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVX
Cullen Small Cap Value I
Price$13.47
Change-$0.28 (-2.04%)
VolumeN/A
Net Assets9.36M
DFA US Small Cap Value I
Price$49.49
Change-$0.60 (-1.20%)
VolumeN/A
Net Assets15.95B
CUSIX vs DFSVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CUSIX vs. DFSVX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. CUSIX (9.36M). DFSVX pays higher dividends than CUSIX: DFSVX (1.69) 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 : -2.43 vs. CUSIX (-15.83). DFSVX return over 5 years is better than : 68.62 vs. CUSIX (17.91).
| 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 | -4.151 | 3.416 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.36M | 15.9B | 0% |
| Annual Yield % from dividends | 1.18 | 1.69 | 70% |
| Returns for 1 year | -15.83 | -2.43 | 652% |
| Returns for 3 years | -7.49 | 20.11 | -37% |
| Returns for 5 years | 17.91 | 68.62 | 26% |
| Returns for 10 years | 12.28 | 59.40 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement