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CUSCX vs VISVX
CUSCX vs VISVX Comparison
Open Charts CUSCX vs VISVX
Cullen Small Cap Value C
Price$10.50
Change-$0.05 (-0.47%)
VolumeN/A
Net Assets9.93M
Vanguard Small Cap Value Index I
Price$44.64
Change-$0.29 (-0.65%)
VolumeN/A
Net Assets57.63B
CUSCX vs VISVX Comparison Chart
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CUSCX vs. VISVX commentary
Mar 13, 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 CUSCX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. CUSCX (9.93M). VISVX pays higher dividends than CUSCX: VISVX (1.86) vs CUSCX (0.58). CUSCX was incepted earlier than VISVX: CUSCX (15 years) vs VISVX (27 years). CUSCX (4.82) is less costly to investors than VISVX (0.19). CUSCX is a more actively managed with annual turnover of: 72.00 vs. VISVX (16.00). CUSCX has a lower initial minimum investment than VISVX: CUSCX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 1.72 vs. CUSCX (-11.93). VISVX return over 5 years is better than : 111.16 vs. CUSCX (56.77).
| CUSCX | VISVX | CUSCX / VISVX | |
| Total Expense Ratio | 2.00 | 0.19 | 1,053% |
| Annual Report Gross Expense Ratio | 4.82 | 0.19 | 2,537% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | -11.168 | -5.490 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.93M | 57.6B | 0% |
| Annual Yield % from dividends | 0.58 | 1.86 | 31% |
| Returns for 1 year | -11.93 | 1.72 | -694% |
| Returns for 3 years | -16.63 | 12.05 | -138% |
| Returns for 5 years | 56.77 | 111.16 | 51% |
| Returns for 10 years | -16.38 | 82.76 | -20% |
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