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CUSCX vs VSIIX
CUSCX vs VSIIX Comparison
Open Charts CUSCX vs VSIIX
Cullen Small Cap Value C
Price$12.93
Change-$0.15 (-1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.51
Change-$0.61 (-1.22%)
VolumeN/A
CapitalizationN/A
CUSCX vs VSIIX Comparison Chart
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CUSCX vs. VSIIX commentary
Dec 19, 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 Hold and VSIIX is a Hold.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 63B 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 annual gain was more profitable for investors over the last year : 16.22 vs. CUSCX (9.29). VSIIX return over 5 years is better than : 52.86 vs. CUSCX (17.41).
| 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 | 8.248 | 15.027 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 63B | 0% |
| Annual Yield % from dividends | 0.31 | 2.02 | 16% |
| Returns for 1 year | 9.29 | 16.22 | 57% |
| Returns for 3 years | -4.79 | 20.66 | -23% |
| Returns for 5 years | 17.41 | 52.86 | 33% |
| Returns for 10 years | -8.61 | 105.75 | -8% |
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