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CUSRX vs VSIAX
CUSRX vs VSIAX Comparison
Open Charts CUSRX vs VSIAX
Cullen Small Cap Value Retail
Price$13.80
Change+$0.10 (+0.73%)
VolumeN/A
Net Assets11.51M
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
CUSRX vs VSIAX Comparison Chart
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CUSRX vs. VSIAX commentary
Jan 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B 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). VSIAX annual gain was more profitable for investors over the last year : 18.49 vs. CUSRX (9.26). VSIAX return over 5 years is better than : 50.37 vs. CUSRX (21.68).
| 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 | 2.298 | 3.217 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5M | 58.3B | 0% |
| Annual Yield % from dividends | 1.05 | 2.01 | 52% |
| Returns for 1 year | 9.26 | 18.49 | 50% |
| Returns for 3 years | -2.42 | 17.05 | -14% |
| Returns for 5 years | 21.68 | 50.37 | 43% |
| Returns for 10 years | 17.27 | 109.60 | 16% |
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