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CUSRX vs DFSVX
CUSRX vs DFSVX Comparison
Open Charts CUSRX vs DFSVX
Cullen Small Cap Value Retail
Price$13.25
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets9.47M
DFA US Small Cap Value I
Price$49.04
Change+$0.20 (+0.41%)
VolumeN/A
Net Assets15.9B
CUSRX vs DFSVX Comparison Chart in %
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CUSRX vs. DFSVX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 15.9B vs. CUSRX (9.47M). DFSVX pays higher dividends than CUSRX: DFSVX (1.66) vs CUSRX (1.04). 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 : 0.38 vs. CUSRX (-12.99). DFSVX return over 5 years is better than : 80.47 vs. CUSRX (35.98).
| 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 | -1.307 | 2.475 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.47M | 15.9B | 0% |
| Annual Yield % from dividends | 1.04 | 1.66 | 63% |
| Returns for 1 year | -12.99 | 0.38 | -3,393% |
| Returns for 3 years | 0.52 | 28.43 | 2% |
| Returns for 5 years | 35.98 | 80.47 | 45% |
| Returns for 10 years | 8.67 | 55.60 | 16% |
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