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CUSRX vs DFSVX
CUSRX vs DFSVX Comparison
Open Charts CUSRX vs DFSVX
Cullen Small Cap Value Retail
Price$13.64
Change+$0.27 (+2.02%)
VolumeN/A
Net Assets9.7M
DFA US Small Cap Value I
Price$52.12
Change+$0.87 (+1.70%)
VolumeN/A
Net Assets16.71B
CUSRX vs DFSVX Comparison Chart in %
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CUSRX vs. DFSVX commentary
Dec 04, 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.7B vs. CUSRX (9.7M). DFSVX pays higher dividends than CUSRX: DFSVX (1.62) vs CUSRX (1.09). CUSRX was incepted earlier than DFSVX: CUSRX (16 years) vs DFSVX (33 years). CUSRX (4.07) is less costly to investors than DFSVX (0.31). CUSRX is a more actively managed with annual turnover of: 38.00 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 : -1.41 vs. CUSRX (-12.99). DFSVX return over 5 years is better than : 64.61 vs. CUSRX (12.62).
| 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 | 33 years | - |
| Gain YTD | 0.482 | 7.303 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7M | 16.7B | 0% |
| Annual Yield % from dividends | 1.09 | 1.62 | 67% |
| Returns for 1 year | -12.99 | -1.41 | 919% |
| Returns for 3 years | -5.13 | 21.80 | -24% |
| Returns for 5 years | 12.62 | 64.61 | 20% |
| Returns for 10 years | 10.98 | 61.86 | 18% |
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