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CUSRX vs VISVX
CUSRX vs VISVX Comparison
Open Charts CUSRX vs VISVX
Cullen Small Cap Value Retail
Price$15.16
Change-$0.21 (-1.37%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
CUSRX vs VISVX Comparison Chart
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CUSRX vs. VISVX 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 CUSRX is a Sell and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.6B vs. CUSRX (11.9M). VISVX pays higher dividends than CUSRX: VISVX (1.90) vs CUSRX (1.05). CUSRX was incepted earlier than VISVX: CUSRX (15 years) vs VISVX (27 years). CUSRX is a more actively managed with annual turnover of: 70.00 vs. VISVX (16.00). CUSRX has a lower initial minimum investment than VISVX: CUSRX (1000) vs VISVX (3000). CUSRX (29.74) and VISVX (28.71) have marching annual gain over last year. VISVX return over 5 years is better than : 57.32 vs. CUSRX (32.14).
| CUSRX | VISVX | CUSRX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 12.477 | 15.433 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 57.6B | 0% |
| Annual Yield % from dividends | 1.05 | 1.90 | 55% |
| Returns for 1 year | 29.74 | 28.71 | 104% |
| Returns for 3 years | -5.53 | 13.23 | -42% |
| Returns for 5 years | 32.14 | 57.32 | 56% |
| Returns for 10 years | 3.60 | 108.21 | 3% |