Ad is loading...
CUSIX vs VISVX
CUSIX vs VISVX Comparison
Open Charts CUSIX vs VISVX
Cullen Small Cap Value I
Price$14.63
Change-$0.75 (-4.88%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
CUSIX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CUSIX vs. VISVX 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 CUSIX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. CUSIX (11.8M). 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). CUSIX (10.57) and VISVX (10.29) have marching annual gain over last year. VISVX return over 5 years is better than : 46.30 vs. CUSIX (27.68).
| 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 | 9.326 | 10.619 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8M | 63B | 0% |
| Annual Yield % from dividends | 1.17 | 1.90 | 62% |
| Returns for 1 year | 10.57 | 10.29 | 103% |
| Returns for 3 years | 1.15 | 16.04 | 7% |
| Returns for 5 years | 27.68 | 46.30 | 60% |
| Returns for 10 years | 7.72 | 97.35 | 8% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GGRCX | 15.41 | N/A | N/A |
| Goldman Sachs Strategic Growth C | |||
| MXYKX | 6.85 | N/A | N/A |
| Empower T. Rowe Price Mid Cp Gr Instl | |||
| NPNEX | 45.71 | -0.21 | -0.46% |
| Neuberger Berman Large Cap Value E | |||
| JNUSX | 14.88 | -0.12 | -0.80% |
| JPMorgan Developed International Value L | |||
| HLFNX | 30.63 | -0.36 | -1.16% |
| Hennessy Large Cap Financial Investor | |||