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CUSRX vs VISVX
CUSRX vs VISVX Comparison
Open Charts CUSRX vs VISVX
Cullen Small Cap Value Retail
Price$12.45
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets8.91M
Vanguard Small Cap Value Index I
Price$48.35
Change-$0.09 (-0.19%)
VolumeN/A
Net Assets58.35B
CUSRX vs VISVX Comparison Chart in %
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CUSRX vs. VISVX commentary
Nov 20, 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 CUSRX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. CUSRX (8.91M). VISVX pays higher dividends than CUSRX: VISVX (1.90) vs CUSRX (1.09). CUSRX was incepted earlier than VISVX: CUSRX (16 years) vs VISVX (28 years). CUSRX (4.07) is less costly to investors than VISVX (0.19). CUSRX is a more actively managed with annual turnover of: 38.00 vs. VISVX (16.00). CUSRX has a lower initial minimum investment than VISVX: CUSRX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : -1.93 vs. CUSRX (-17.24). VISVX return over 5 years is better than : 55.92 vs. CUSRX (9.92).
| CUSRX | VISVX | CUSRX / VISVX | |
| Total Expense Ratio | 1.25 | 0.19 | 658% |
| Annual Report Gross Expense Ratio | 4.07 | 0.19 | 2,142% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | -7.047 | 2.266 | -311% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.91M | 58.3B | 0% |
| Annual Yield % from dividends | 1.09 | 1.90 | 57% |
| Returns for 1 year | -17.24 | -1.93 | 894% |
| Returns for 3 years | -11.28 | 24.30 | -46% |
| Returns for 5 years | 9.92 | 55.92 | 18% |
| Returns for 10 years | 3.31 | 104.09 | 3% |
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