Ad is loading...
Ad is loading...
CUSIX vs VSIAX
CUSIX vs VSIAX Comparison
Open Charts CUSIX vs VSIAX
Cullen Small Cap Value I
Price$15.86
Change-$0.22 (-1.37%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
CUSIX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CUSIX vs. VSIAX commentary
Nov 18, 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 Sell and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. CUSIX (11.9M). 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). CUSIX (30.14) and VSIAX (28.76) have marching annual gain over last year. VSIAX return over 5 years is better than : 57.44 vs. CUSIX (34.76).
| 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 | 12.738 | 15.498 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 57.6B | 0% |
| Annual Yield % from dividends | 1.17 | 2.01 | 58% |
| Returns for 1 year | 30.14 | 28.76 | 105% |
| Returns for 3 years | -4.26 | 13.29 | -32% |
| Returns for 5 years | 34.76 | 57.44 | 61% |
| Returns for 10 years | 7.78 | 108.79 | 7% |
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 % |
| PZVIX | 11.77 | 0.02 | +0.17% |
| Pzena International Small Cap Value Inv | |||
| POSIX | 9.75 | 0.01 | +0.10% |
| Principal Global Real Estate Sec Instl | |||
| BEMCX | 8.51 | -0.02 | -0.23% |
| Brandes Emerging Markets Value C | |||
| FPADX | 10.80 | -0.04 | -0.37% |
| Fidelity Emerging Markets Idx | |||
| DPLGX | 25.16 | -0.53 | -2.06% |
| Jackson Square Large-Cap Growth IS | |||