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CUSRX vs VSIAX
CUSRX vs VSIAX Comparison
Open Charts CUSRX vs VSIAX
Cullen Small Cap Value Retail
Price$14.70
Change-$0.16 (-1.08%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
CUSRX vs VSIAX Comparison Chart
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CUSRX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. CUSRX (11.9M). 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). VSIAX annual gain was more profitable for investors over the last year : 16.23 vs. CUSRX (10.25). VSIAX return over 5 years is better than : 52.83 vs. CUSRX (25.11).
| 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 | 9.064 | 15.031 | 60% |
| 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 | 2.01 | 52% |
| Returns for 1 year | 10.25 | 16.23 | 63% |
| Returns for 3 years | -0.19 | 20.67 | -1% |
| Returns for 5 years | 25.11 | 52.83 | 48% |
| Returns for 10 years | 3.56 | 105.65 | 3% |
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