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CUSRX vs VSIAX
CUSRX vs VSIAX Comparison
Open Charts CUSRX vs VSIAX
Cullen Small Cap Value Retail
Price$15.11
Change-$0.14 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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CUSRX vs VSIAX Comparison Chart
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CUSRX vs. VSIAX commentary
Sep 22, 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 StrongSell and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. CUSRX (11.5M). VSIAX pays higher dividends than CUSRX: VSIAX (2.01) vs CUSRX (1.05). CUSRX was incepted earlier than VSIAX: CUSRX (15 years) vs VSIAX (13 years). CUSRX is a more actively managed with annual turnover of: 70.00 vs. VSIAX (16.00). CUSRX has a lower initial minimum investment than VSIAX: CUSRX (1000) vs VSIAX (3000). CUSRX annual gain was more profitable for investors over the last year : 31.39 vs. VSIAX (25.86). VSIAX return over 5 years is better than : 57.13 vs. CUSRX (36.89).
| CUSRX | VSIAX | CUSRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 11.817 | 11.368 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5M | 57.3B | 0% |
| Annual Yield % from dividends | 1.05 | 2.01 | 52% |
| Returns for 1 year | 31.39 | 25.86 | 121% |
| Returns for 3 years | 3.40 | 21.48 | 16% |
| Returns for 5 years | 36.89 | 57.13 | 65% |
| Returns for 10 years | -1.57 | 109.18 | -1% |