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CUSIX vs VSIAX
CUSIX vs VSIAX Comparison
Open Charts CUSIX vs VSIAX
Cullen Small Cap Value I
Price$13.72
Change-$0.33 (-2.35%)
VolumeN/A
Net Assets10.87M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
CUSIX vs VSIAX Comparison Chart
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CUSIX vs. VSIAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 60.2B vs. CUSIX (10.9M). 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). VSIAX annual gain was more profitable for investors over the last year : 9.98 vs. CUSIX (1.04). VSIAX return over 5 years is better than : 47.61 vs. CUSIX (24.68).
| 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 | -2.902 | -0.294 | 989% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9M | 60.2B | 0% |
| Annual Yield % from dividends | 1.17 | 2.01 | 58% |
| Returns for 1 year | 1.04 | 9.98 | 10% |
| Returns for 3 years | -4.16 | 17.97 | -23% |
| Returns for 5 years | 24.68 | 47.61 | 52% |
| Returns for 10 years | 5.40 | 90.53 | 6% |
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