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CUSRX vs VISVX
CUSRX vs VISVX Comparison
Open Charts CUSRX vs VISVX
Cullen Small Cap Value Retail
Price$11.50
Change+$0.28 (+2.50%)
VolumeN/A
Net Assets9.08M
Vanguard Small Cap Value Index I
Price$42.27
Change+$0.49 (+1.17%)
VolumeN/A
Net Assets53.62B
CUSRX vs VISVX Comparison Chart
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CUSRX vs. VISVX commentary
Apr 25, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 53.6B vs. CUSRX (9.08M). VISVX pays higher dividends than CUSRX: VISVX (2.14) vs CUSRX (1.17). CUSRX was incepted earlier than VISVX: CUSRX (16 years) vs VISVX (27 years). CUSRX (4.07) is less costly to investors than VISVX (0.19). CUSRX is a more actively managed with annual turnover of: 72.00 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 : -4.28 vs. CUSRX (-15.10). VISVX return over 5 years is better than : 90.16 vs. CUSRX (51.57).
| 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 | 27 years | - |
| Gain YTD | -16.827 | -11.979 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.08M | 53.6B | 0% |
| Annual Yield % from dividends | 1.17 | 2.14 | 55% |
| Returns for 1 year | -15.10 | -4.28 | 353% |
| Returns for 3 years | -18.71 | 3.68 | -508% |
| Returns for 5 years | 51.57 | 90.16 | 57% |
| Returns for 10 years | -15.79 | 65.10 | -24% |
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