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CUSIX vs VSIAX
CUSIX vs VSIAX Comparison
Open Charts CUSIX vs VSIAX
Cullen Small Cap Value I
Price$12.66
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets9.23M
Vanguard Small Cap Value Index Admiral
Price$81.43
Change-$0.11 (-0.13%)
VolumeN/A
Net Assets54.02B
CUSIX vs VSIAX Comparison Chart
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CUSIX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. CUSIX (9.23M). VSIAX pays higher dividends than CUSIX: VSIAX (2.23) vs CUSIX (1.45). CUSIX was incepted earlier than VSIAX: CUSIX (16 years) vs VSIAX (14 years). CUSIX (3.82) is less costly to investors than VSIAX (0.07). CUSIX is a more actively managed with annual turnover of: 72.00 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than CUSIX: VSIAX (3000) vs CUSIX (1000000). VSIAX annual gain was more profitable for investors over the last year : 2.78 vs. CUSIX (-6.43). VSIAX return over 5 years is better than : 65.19 vs. CUSIX (24.97).
| CUSIX | VSIAX | CUSIX / VSIAX | |
| Total Expense Ratio | 1.00 | 0.07 | 1,429% |
| Annual Report Gross Expense Ratio | 3.82 | 0.07 | 5,457% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -10.403 | -4.104 | 253% |
| 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 | 2.23 | 65% |
| Returns for 1 year | -6.43 | 2.78 | -231% |
| Returns for 3 years | -14.42 | 13.59 | -106% |
| Returns for 5 years | 24.97 | 65.19 | 38% |
| Returns for 10 years | -7.32 | 82.79 | -9% |
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