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CUSIX vs VSIAX
CUSIX vs VSIAX Comparison
Open Charts CUSIX vs VSIAX
Cullen Small Cap Value I
Price$14.63
Change-$0.75 (-4.88%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
CUSIX vs VSIAX Comparison Chart
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CUSIX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. CUSIX (11.8M). 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 (10.57) and VSIAX (10.31) have marching annual gain over last year. VSIAX return over 5 years is better than : 46.43 vs. CUSIX (27.68).
| 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 | 9.326 | 10.681 | 87% |
| 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 | 2.01 | 58% |
| Returns for 1 year | 10.57 | 10.31 | 103% |
| Returns for 3 years | 1.15 | 16.10 | 7% |
| Returns for 5 years | 27.68 | 46.43 | 60% |
| Returns for 10 years | 7.72 | 97.87 | 8% |
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