Interact to see
Advertisement
Advertisement
CUSRX vs VSIAX
CUSRX vs VSIAX Comparison
Open Charts CUSRX vs VSIAX
Cullen Small Cap Value Retail
Price$12.47
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets9.49M
Vanguard Small Cap Value Index Admiral
Price$84.16
Change+$0.17 (+0.20%)
VolumeN/A
Net Assets54.02B
CUSRX vs VSIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CUSRX vs. VSIAX commentary
Jun 28, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 54B vs. CUSRX (9.49M). VSIAX pays higher dividends than CUSRX: VSIAX (2.23) vs CUSRX (1.19). CUSRX was incepted earlier than VSIAX: CUSRX (16 years) vs VSIAX (14 years). CUSRX (4.07) is less costly to investors than VSIAX (0.07). CUSRX is a more actively managed with annual turnover of: 72.00 vs. VSIAX (16.00). CUSRX has a lower initial minimum investment than VSIAX: CUSRX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 8.21 vs. CUSRX (-1.67). VSIAX return over 5 years is better than : 94.70 vs. CUSRX (48.26).
| CUSRX | VSIAX | CUSRX / VSIAX | |
| Total Expense Ratio | 1.25 | 0.07 | 1,786% |
| Annual Report Gross Expense Ratio | 4.07 | 0.07 | 5,814% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | -7.561 | -1.223 | 618% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.49M | 54B | 0% |
| Annual Yield % from dividends | 1.19 | 2.23 | 53% |
| Returns for 1 year | -1.67 | 8.21 | -20% |
| Returns for 3 years | -3.65 | 29.94 | -12% |
| Returns for 5 years | 48.26 | 94.70 | 51% |
| Returns for 10 years | -7.14 | 89.95 | -8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement