Ad is loading...
CUSIX vs VSIAX
CUSIX vs VSIAX Comparison
Open Charts CUSIX vs VSIAX
Cullen Small Cap Value I
Price$14.45
Change+$0.10 (+0.70%)
VolumeN/A
Net Assets11.51M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
CUSIX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CUSIX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. CUSIX (11.5M). VSIAX pays higher dividends than CUSIX: VSIAX (2.01) vs CUSIX (1.17). CUSIX was incepted earlier than VSIAX: CUSIX (15 years) vs VSIAX (13 years). CUSIX is a more actively managed with annual turnover of: 70.00 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 : 18.49 vs. CUSIX (9.75). VSIAX return over 5 years is better than : 50.37 vs. CUSIX (24.24).
| CUSIX | VSIAX | CUSIX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 2.265 | 3.217 | 70% |
| 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 | 2.01 | 58% |
| Returns for 1 year | 9.75 | 18.49 | 53% |
| Returns for 3 years | -1.30 | 17.05 | -8% |
| Returns for 5 years | 24.24 | 50.37 | 48% |
| Returns for 10 years | 21.99 | 109.60 | 20% |
View a ticker or compare two or three
VS
VS
Ad is loading...