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CUSIX vs DFSVX
CUSIX vs DFSVX Comparison
Open Charts CUSIX vs DFSVX
Cullen Small Cap Value I
Price$14.11
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets9.67M
DFA US Small Cap Value I
Price$48.80
Change-$0.45 (-0.91%)
VolumeN/A
Net Assets16.08B
CUSIX vs DFSVX Comparison Chart in %
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CUSIX vs. DFSVX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. CUSIX (9.67M). DFSVX pays higher dividends than CUSIX: DFSVX (1.64) vs CUSIX (0.97). 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 : 5.62 vs. CUSIX (-4.95). DFSVX return over 5 years is better than : 80.15 vs. CUSIX (38.12).
| 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 | -0.142 | 1.483 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.67M | 16.1B | 0% |
| Annual Yield % from dividends | 0.97 | 1.64 | 59% |
| Returns for 1 year | -4.95 | 5.62 | -88% |
| Returns for 3 years | -5.03 | 16.09 | -31% |
| Returns for 5 years | 38.12 | 80.15 | 48% |
| Returns for 10 years | 11.39 | 50.63 | 22% |
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