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CUSRX vs DFSVX
CUSRX vs DFSVX Comparison
Open Charts CUSRX vs DFSVX
Cullen Small Cap Value Retail
Price$14.67
Change+$0.36 (+2.52%)
VolumeN/A
Net Assets10.31M
DFA US Small Cap Value I
Price$55.26
Change+$0.64 (+1.17%)
VolumeN/A
Net Assets17.46B
CUSRX vs DFSVX Comparison Chart in %
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CUSRX vs. DFSVX commentary
Jan 16, 2026
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: 17.5B vs. CUSRX (10.3M). DFSVX pays higher dividends than CUSRX: DFSVX (1.69) vs CUSRX (0.84). 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 : 13.10 vs. CUSRX (8.31). DFSVX return over 5 years is better than : 57.21 vs. CUSRX (10.68).
| 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 | 11.136 | 7.010 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 17.5B | 0% |
| Annual Yield % from dividends | 0.84 | 1.69 | 49% |
| Returns for 1 year | 8.31 | 13.10 | 63% |
| Returns for 3 years | 7.78 | 39.14 | 20% |
| Returns for 5 years | 10.68 | 57.21 | 19% |
| Returns for 10 years | 47.67 | 117.09 | 41% |
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