CUSIX
Price
$13.50
Change
+$0.04 (+0.30%)
Updated
Jul 3 closing price
Net Assets
9.76M
DFSVX
Price
$48.60
Change
+$0.25 (+0.52%)
Updated
Jul 3 closing price
Net Assets
16.1B
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CUSIX vs DFSVX

Header iconCUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVXBanner chart's image
Cullen Small Cap Value I
Price$13.50
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets9.76M
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
CUSIX vs DFSVX Comparison Chart in %
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CUSIX vs. DFSVX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. CUSIX (9.76M). 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 : 9.45 vs. CUSIX (0.84). DFSVX return over 5 years is better than : 105.30 vs. CUSIX (50.63).
CUSIXDFSVXCUSIX / DFSVX
Total Expense Ratio1.000.31323%
Annual Report Gross Expense Ratio3.820.311,232%
Fund Existence16 years32 years-
Gain YTD-4.4591.067-418%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets9.76M16.1B0%
Annual Yield % from dividends1.001.6760%
Returns for 1 year0.849.459%
Returns for 3 years1.0132.843%
Returns for 5 years50.63105.3048%
Returns for 10 years0.9245.102%
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