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CUSRX vs VISVX
CUSRX vs VISVX Comparison
Open Charts CUSRX vs VISVX
Cullen Small Cap Value Retail
Price$14.70
Change-$0.16 (-1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
CUSRX vs VISVX Comparison Chart
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CUSRX vs. VISVX 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 CUSRX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B 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). VISVX annual gain was more profitable for investors over the last year : 16.18 vs. CUSRX (10.25). VISVX return over 5 years is better than : 52.67 vs. CUSRX (25.11).
| 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 | 9.064 | 14.945 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 63B | 0% |
| Annual Yield % from dividends | 1.05 | 1.90 | 55% |
| Returns for 1 year | 10.25 | 16.18 | 63% |
| Returns for 3 years | -0.19 | 20.58 | -1% |
| Returns for 5 years | 25.11 | 52.67 | 48% |
| Returns for 10 years | 3.56 | 105.07 | 3% |
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