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CUSCX vs VSIAX
CUSCX vs VSIAX Comparison
Open Charts CUSCX vs VSIAX
Cullen Small Cap Value C
Price$11.24
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets9.76M
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.43 (+0.50%)
VolumeN/A
Net Assets54.02B
CUSCX vs VSIAX Comparison Chart in %
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CUSCX vs. VSIAX commentary
Jul 05, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. CUSCX (9.76M). VSIAX pays higher dividends than CUSCX: VSIAX (2.11) vs CUSCX (0.38). CUSCX was incepted earlier than VSIAX: CUSCX (16 years) vs VSIAX (14 years). CUSCX (4.82) is less costly to investors than VSIAX (0.07). CUSCX is a more actively managed with annual turnover of: 72.00 vs. VSIAX (16.00). CUSCX has a lower initial minimum investment than VSIAX: CUSCX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 11.67 vs. CUSCX (-0.88). VSIAX return over 5 years is better than : 94.16 vs. CUSCX (37.87).
| CUSCX | VSIAX | CUSCX / VSIAX | |
| Total Expense Ratio | 2.00 | 0.07 | 2,857% |
| Annual Report Gross Expense Ratio | 4.82 | 0.07 | 6,886% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -4.907 | 2.044 | -240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.76M | 54B | 0% |
| Annual Yield % from dividends | 0.38 | 2.11 | 18% |
| Returns for 1 year | -0.88 | 11.67 | -8% |
| Returns for 3 years | -3.93 | 34.88 | -11% |
| Returns for 5 years | 37.87 | 94.16 | 40% |
| Returns for 10 years | -14.41 | 96.53 | -15% |
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