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CUSCX vs VSIAX
CUSCX vs VSIAX Comparison
Open Charts CUSCX vs VSIAX
Cullen Small Cap Value C
Price$12.28
Change+$0.18 (+1.49%)
VolumeN/A
Net Assets11.47M
Vanguard Small Cap Value Index Admiral
Price$89.06
Change+$0.96 (+1.09%)
VolumeN/A
Net Assets58.32B
CUSCX vs VSIAX Comparison Chart
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CUSCX vs. VSIAX commentary
Jan 31, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. CUSCX (11.5M). 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 annual gain was more profitable for investors over the last year : 17.45 vs. CUSCX (7.01). VSIAX return over 5 years is better than : 57.90 vs. CUSCX (25.02).
| 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 | 3.892 | 3.440 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5M | 58.3B | 0% |
| Annual Yield % from dividends | 0.31 | 2.01 | 16% |
| Returns for 1 year | 7.01 | 17.45 | 40% |
| Returns for 3 years | 0.08 | 21.69 | 0% |
| Returns for 5 years | 25.02 | 57.90 | 43% |
| Returns for 10 years | 2.34 | 107.64 | 2% |