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CUSCX vs VSIAX
CUSCX vs VSIAX Comparison
Open Charts CUSCX vs VSIAX
Cullen Small Cap Value C
Price$10.47
Change+$0.21 (+2.05%)
VolumeN/A
Net Assets9.27M
Vanguard Small Cap Value Index Admiral
Price$80.37
Change-$0.30 (-0.37%)
VolumeN/A
Net Assets51.69B
CUSCX vs VSIAX Comparison Chart
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CUSCX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 51.7B vs. CUSCX (9.27M). VSIAX pays higher dividends than CUSCX: VSIAX (2.34) vs CUSCX (0.49). 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 : 1.47 vs. CUSCX (-8.96). VSIAX return over 5 years is better than : 89.33 vs. CUSCX (37.48).
| 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 | -11.421 | -5.480 | 208% |
| 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 | 2.34 | 21% |
| Returns for 1 year | -8.96 | 1.47 | -609% |
| Returns for 3 years | -13.71 | 19.22 | -71% |
| Returns for 5 years | 37.48 | 89.33 | 42% |
| Returns for 10 years | -20.57 | 79.70 | -26% |
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