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CUSRX vs DFFVX
CUSRX vs DFFVX Comparison
Open Charts CUSRX vs DFFVX
Cullen Small Cap Value Retail
Price$14.52
Change+$0.25 (+1.75%)
VolumeN/A
Net Assets10.43M
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.95B
CUSRX vs DFFVX Comparison Chart in %
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CUSRX vs. DFFVX commentary
Sep 09, 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 CUSRX is a Buy and DFFVX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. CUSRX (10.4M). DFFVX pays higher dividends than CUSRX: DFFVX (1.50) vs CUSRX (0.75). CUSRX was incepted earlier than DFFVX: CUSRX (16 years) vs DFFVX (26 years). CUSRX (4.07) is less costly to investors than DFFVX (0.30). CUSRX is a more actively managed with annual turnover of: 72.00 vs. DFFVX (7.00). DFFVX has a lower initial minimum investment than CUSRX: DFFVX (0) vs CUSRX (1000). DFFVX annual gain was more profitable for investors over the last year : 13.85 vs. CUSRX (1.97). DFFVX return over 5 years is better than : 105.61 vs. CUSRX (50.95).
| CUSRX | DFFVX | CUSRX / DFFVX | |
| Total Expense Ratio | 1.25 | 0.29 | 431% |
| Annual Report Gross Expense Ratio | 4.07 | 0.30 | 1,357% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | 7.635 | 8.027 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 13.9B | 0% |
| Annual Yield % from dividends | 0.75 | 1.50 | 50% |
| Returns for 1 year | 1.97 | 13.85 | 14% |
| Returns for 3 years | 10.33 | 40.17 | 26% |
| Returns for 5 years | 50.95 | 105.61 | 48% |
| Returns for 10 years | 20.19 | 83.26 | 24% |
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