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CUSRX vs VISVX
CUSRX vs VISVX Comparison
Open Charts CUSRX vs VISVX
Cullen Small Cap Value Retail
Price$12.86
Change+$0.14 (+1.10%)
VolumeN/A
Net Assets9.33M
Vanguard Small Cap Value Index I
Price$48.12
Change+$0.52 (+1.09%)
VolumeN/A
Net Assets55.61B
CUSRX vs VISVX Comparison Chart in %
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CUSRX vs. VISVX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. CUSRX (9.33M). VISVX pays higher dividends than CUSRX: VISVX (1.99) vs CUSRX (0.85). 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 : 2.35 vs. CUSRX (-10.25). VISVX return over 5 years is better than : 85.52 vs. CUSRX (44.87).
| 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 | -4.670 | 0.400 | -1,167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33M | 55.6B | 0% |
| Annual Yield % from dividends | 0.85 | 1.99 | 43% |
| Returns for 1 year | -10.25 | 2.35 | -437% |
| Returns for 3 years | 0.82 | 33.02 | 2% |
| Returns for 5 years | 44.87 | 85.52 | 52% |
| Returns for 10 years | -0.58 | 92.69 | -1% |
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