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CUSIX vs VISVX
CUSIX vs VISVX Comparison
Open Charts CUSIX vs VISVX
Cullen Small Cap Value I
Price$14.45
Change+$0.10 (+0.70%)
VolumeN/A
Net Assets11.51M
Vanguard Small Cap Value Index I
Price$49.06
Change+$0.22 (+0.45%)
VolumeN/A
Net Assets58.32B
CUSIX vs VISVX Comparison Chart
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CUSIX vs. VISVX commentary
Jan 19, 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 CUSIX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. CUSIX (11.5M). VISVX pays higher dividends than CUSIX: VISVX (1.90) vs CUSIX (1.17). CUSIX was incepted earlier than VISVX: CUSIX (15 years) vs VISVX (27 years). CUSIX is a more actively managed with annual turnover of: 70.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than CUSIX: VISVX (3000) vs CUSIX (1000000). VISVX annual gain was more profitable for investors over the last year : 18.46 vs. CUSIX (9.75). VISVX return over 5 years is better than : 50.22 vs. CUSIX (24.24).
| CUSIX | VISVX | CUSIX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 2.265 | 3.197 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5M | 58.3B | 0% |
| Annual Yield % from dividends | 1.17 | 1.90 | 62% |
| Returns for 1 year | 9.75 | 18.46 | 53% |
| Returns for 3 years | -1.30 | 16.97 | -8% |
| Returns for 5 years | 24.24 | 50.22 | 48% |
| Returns for 10 years | 21.99 | 109.01 | 20% |
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