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CUSRX vs DFSVX
CUSRX vs DFSVX Comparison
Open Charts CUSRX vs DFSVX
Cullen Small Cap Value Retail
Price$13.37
Change-$0.05 (-0.37%)
VolumeN/A
Net Assets9.65M
DFA US Small Cap Value I
Price$52.48
Change+$0.13 (+0.25%)
VolumeN/A
Net Assets16.76B
CUSRX vs DFSVX Comparison Chart in %
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CUSRX vs. DFSVX commentary
Dec 25, 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 (9.65M). 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 (4.50) 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 : 9.08 vs. CUSRX (-0.26). DFSVX return over 5 years is better than : 62.40 vs. CUSRX (7.70).
| CUSRX | DFSVX | CUSRX / DFSVX | |
| Total Expense Ratio | 1.25 | 0.31 | 403% |
| Annual Report Gross Expense Ratio | 4.50 | 0.31 | 1,452% |
| Fund Existence | 16 years | 33 years | - |
| Gain YTD | -0.338 | 9.664 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.65M | 16.8B | 0% |
| Annual Yield % from dividends | 1.09 | 1.62 | 67% |
| Returns for 1 year | -0.26 | 9.08 | -3% |
| Returns for 3 years | 6.20 | 39.53 | 16% |
| Returns for 5 years | 7.70 | 62.40 | 12% |
| Returns for 10 years | 14.06 | 79.47 | 18% |
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