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CUSRX vs VSIAX
CUSRX vs VSIAX Comparison
Open Charts CUSRX vs VSIAX
Cullen Small Cap Value Retail
Price$11.45
Change-$1.06 (-8.47%)
VolumeN/A
Net Assets10.23M
Vanguard Small Cap Value Index Admiral
Price$76.04
Change-$5.48 (-6.72%)
VolumeN/A
Net Assets57.63B
CUSRX vs VSIAX Comparison Chart
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CUSRX vs. VSIAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. CUSRX (10.2M). VSIAX pays higher dividends than CUSRX: VSIAX (2.27) vs CUSRX (1.17). 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 : 1.33 vs. CUSRX (-7.76). VSIAX return over 5 years is better than : 138.18 vs. CUSRX (92.79).
| 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 | -7.265 | -4.128 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 57.6B | 0% |
| Annual Yield % from dividends | 1.17 | 2.27 | 52% |
| Returns for 1 year | -7.76 | 1.33 | -582% |
| Returns for 3 years | -11.44 | 9.17 | -125% |
| Returns for 5 years | 92.79 | 138.18 | 67% |
| Returns for 10 years | -3.99 | 80.20 | -5% |
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