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CUSCX vs VSIIX
CUSCX vs VSIIX Comparison
Open Charts CUSCX vs VSIIX
Cullen Small Cap Value C
Price$13.34
Change-$0.19 (-1.40%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
CUSCX vs VSIIX Comparison Chart
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VS
CUSCX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. CUSCX (11.9M). VSIIX pays higher dividends than CUSCX: VSIIX (2.02) vs CUSCX (0.31). CUSCX was incepted earlier than VSIIX: CUSCX (15 years) vs VSIIX (25 years). CUSCX is a more actively managed with annual turnover of: 70.00 vs. VSIIX (16.00). CUSCX has a lower initial minimum investment than VSIIX: CUSCX (1000) vs VSIIX (5000000). VSIIX (28.76) and CUSCX (28.57) have marching annual gain over last year. VSIIX return over 5 years is better than : 57.48 vs. CUSCX (23.89).
| CUSCX | VSIIX | CUSCX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 11.681 | 15.492 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 57.6B | 0% |
| Annual Yield % from dividends | 0.31 | 2.02 | 16% |
| Returns for 1 year | 28.57 | 28.76 | 99% |
| Returns for 3 years | -9.89 | 13.30 | -74% |
| Returns for 5 years | 23.89 | 57.48 | 42% |
| Returns for 10 years | -8.56 | 108.84 | -8% |
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