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CUSRX vs DFSVX
CUSRX vs DFSVX Comparison
Open Charts CUSRX vs DFSVX
Cullen Small Cap Value Retail
Price$12.87
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets9.76M
DFA US Small Cap Value I
Price$48.60
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets16.1B
CUSRX vs DFSVX Comparison Chart in %
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CUSRX 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 CUSRX is a Hold and DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.1B vs. CUSRX (9.76M). DFSVX pays higher dividends than CUSRX: DFSVX (1.67) vs CUSRX (0.85). CUSRX was incepted earlier than DFSVX: CUSRX (16 years) vs DFSVX (32 years). CUSRX (4.07) is less costly to investors than DFSVX (0.31). CUSRX is a more actively managed with annual turnover of: 72.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than CUSRX: DFSVX (0) vs CUSRX (1000). DFSVX annual gain was more profitable for investors over the last year : 9.45 vs. CUSRX (0.39). DFSVX return over 5 years is better than : 105.30 vs. CUSRX (47.51).
| CUSRX | DFSVX | CUSRX / DFSVX | |
| Total Expense Ratio | 1.25 | 0.31 | 403% |
| Annual Report Gross Expense Ratio | 4.07 | 0.31 | 1,313% |
| Fund Existence | 16 years | 32 years | - |
| Gain YTD | -4.596 | 1.067 | -431% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.76M | 16.1B | 0% |
| Annual Yield % from dividends | 0.85 | 1.67 | 51% |
| Returns for 1 year | 0.39 | 9.45 | 4% |
| Returns for 3 years | -0.23 | 32.84 | -1% |
| Returns for 5 years | 47.51 | 105.30 | 45% |
| Returns for 10 years | -3.00 | 45.10 | -7% |
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