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CUSCX vs VISVX
CUSCX vs VISVX Comparison
Open Charts CUSCX vs VISVX
Cullen Small Cap Value C
Price$10.47
Change+$0.21 (+2.05%)
VolumeN/A
Net Assets9.27M
Vanguard Small Cap Value Index I
Price$44.85
Change-$0.17 (-0.38%)
VolumeN/A
Net Assets51.69B
CUSCX vs VISVX Comparison Chart
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CUSCX vs. VISVX commentary
May 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 CUSCX is a Buy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 51.7B vs. CUSCX (9.27M). VISVX pays higher dividends than CUSCX: VISVX (2.21) vs CUSCX (0.49). CUSCX was incepted earlier than VISVX: CUSCX (16 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 : 1.44 vs. CUSCX (-8.96). VISVX return over 5 years is better than : 89.18 vs. CUSCX (37.48).
| 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 | 16 years | 27 years | - |
| Gain YTD | -11.421 | -5.511 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.27M | 51.7B | 0% |
| Annual Yield % from dividends | 0.49 | 2.21 | 22% |
| Returns for 1 year | -8.96 | 1.44 | -624% |
| Returns for 3 years | -13.71 | 19.15 | -72% |
| Returns for 5 years | 37.48 | 89.18 | 42% |
| Returns for 10 years | -20.57 | 79.27 | -26% |
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