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CUSRX vs DFFVX
CUSRX vs DFFVX Comparison
Open Charts CUSRX vs DFFVX
Cullen Small Cap Value Retail
Price$13.39
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets9.68M
DFA US Targeted Value I
Price$37.59
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets14.07B
CUSRX vs DFFVX Comparison Chart in %
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CUSRX vs. DFFVX commentary
Dec 27, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 14.1B vs. CUSRX (9.68M). DFFVX pays higher dividends than CUSRX: DFFVX (1.65) vs CUSRX (1.09). CUSRX was incepted earlier than DFFVX: CUSRX (16 years) vs DFFVX (26 years). CUSRX (4.50) is less costly to investors than DFFVX (0.30). CUSRX is a more actively managed with annual turnover of: 38.00 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 : 9.69 vs. CUSRX (-0.85). DFFVX return over 5 years is better than : 69.56 vs. CUSRX (7.86).
| CUSRX | DFFVX | CUSRX / DFFVX | |
| Total Expense Ratio | 1.25 | 0.29 | 431% |
| Annual Report Gross Expense Ratio | 4.50 | 0.30 | 1,500% |
| Fund Existence | 16 years | 26 years | - |
| Gain YTD | -0.189 | 10.933 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.68M | 14.1B | 0% |
| Annual Yield % from dividends | 1.09 | 1.65 | 66% |
| Returns for 1 year | -0.85 | 9.69 | -9% |
| Returns for 3 years | 6.20 | 43.10 | 14% |
| Returns for 5 years | 7.86 | 69.56 | 11% |
| Returns for 10 years | 14.79 | 99.20 | 15% |
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