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CUSCX vs VSIAX
CUSCX vs VSIAX Comparison
Open Charts CUSCX vs VSIAX
Cullen Small Cap Value C
Price$13.34
Change-$0.19 (-1.40%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
CUSCX vs VSIAX Comparison Chart
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CUSCX vs. VSIAX commentary
Nov 18, 2024
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 Sell and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. CUSCX (11.9M). VSIAX pays higher dividends than CUSCX: VSIAX (2.01) vs CUSCX (0.31). CUSCX was incepted earlier than VSIAX: CUSCX (15 years) vs VSIAX (13 years). CUSCX is a more actively managed with annual turnover of: 70.00 vs. VSIAX (16.00). CUSCX has a lower initial minimum investment than VSIAX: CUSCX (1000) vs VSIAX (3000). VSIAX (28.76) and CUSCX (28.57) have marching annual gain over last year. VSIAX return over 5 years is better than : 57.44 vs. CUSCX (23.89).
| CUSCX | VSIAX | CUSCX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 11.681 | 15.498 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 57.6B | 0% |
| Annual Yield % from dividends | 0.31 | 2.01 | 16% |
| Returns for 1 year | 28.57 | 28.76 | 99% |
| Returns for 3 years | -9.89 | 13.29 | -74% |
| Returns for 5 years | 23.89 | 57.44 | 42% |
| Returns for 10 years | -8.56 | 108.79 | -8% |