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CUSRX vs DFSVX
CUSRX vs DFSVX Comparison
Open Charts CUSRX vs DFSVX
Cullen Small Cap Value Retail
Price$14.52
Change+$0.25 (+1.75%)
VolumeN/A
Net Assets10.43M
DFA US Small Cap Value I
Price$51.34
Change+$0.10 (+0.20%)
VolumeN/A
Net Assets16.85B
CUSRX vs DFSVX Comparison Chart in %
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CUSRX vs. DFSVX 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 DFSVX is a Buy.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.8B vs. CUSRX (10.4M). DFSVX pays higher dividends than CUSRX: DFSVX (1.52) vs CUSRX (0.75). 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: 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 : 11.40 vs. CUSRX (1.97). DFSVX return over 5 years is better than : 94.21 vs. CUSRX (50.95).
| 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 | 7.635 | 6.765 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4M | 16.8B | 0% |
| Annual Yield % from dividends | 0.75 | 1.52 | 50% |
| Returns for 1 year | 1.97 | 11.40 | 17% |
| Returns for 3 years | 10.33 | 35.36 | 29% |
| Returns for 5 years | 50.95 | 94.21 | 54% |
| Returns for 10 years | 20.19 | 64.86 | 31% |
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