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CUSIX vs VISVX
CUSIX vs VISVX Comparison
Open Charts CUSIX vs VISVX
Cullen Small Cap Value I
Price$12.66
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets9.23M
Vanguard Small Cap Value Index I
Price$45.44
Change-$0.06 (-0.13%)
VolumeN/A
Net Assets54.02B
CUSIX vs VISVX Comparison Chart
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CUSIX vs. VISVX commentary
Jun 06, 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: 54B vs. CUSIX (9.23M). VISVX pays higher dividends than CUSIX: VISVX (2.11) vs CUSIX (1.45). CUSIX was incepted earlier than VISVX: CUSIX (16 years) vs VISVX (27 years). CUSIX (3.82) is less costly to investors than VISVX (0.19). CUSIX is a more actively managed with annual turnover of: 72.00 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 : 2.75 vs. CUSIX (-6.43). VISVX return over 5 years is better than : 65.01 vs. CUSIX (24.97).
| CUSIX | VISVX | CUSIX / VISVX | |
| Total Expense Ratio | 1.00 | 0.19 | 526% |
| Annual Report Gross Expense Ratio | 3.82 | 0.19 | 2,011% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | -10.403 | -4.142 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.23M | 54B | 0% |
| Annual Yield % from dividends | 1.45 | 2.11 | 69% |
| Returns for 1 year | -6.43 | 2.75 | -234% |
| Returns for 3 years | -14.42 | 13.50 | -107% |
| Returns for 5 years | 24.97 | 65.01 | 38% |
| Returns for 10 years | -7.32 | 82.35 | -9% |
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