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CUSRX vs VSIAX
CUSRX vs VSIAX Comparison
Open Charts CUSRX vs VSIAX
Cullen Small Cap Value Retail
Price$12.86
Change+$0.14 (+1.10%)
VolumeN/A
Net Assets9.33M
Vanguard Small Cap Value Index Admiral
Price$86.21
Change+$0.92 (+1.08%)
VolumeN/A
Net Assets55.61B
CUSRX vs VSIAX Comparison Chart in %
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CUSRX vs. VSIAX commentary
Jul 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: 55.6B vs. CUSRX (9.33M). VSIAX pays higher dividends than CUSRX: VSIAX (2.11) vs CUSRX (0.85). 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 : 2.39 vs. CUSRX (-10.25). VSIAX return over 5 years is better than : 85.67 vs. CUSRX (44.87).
| 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 | -4.670 | 0.431 | -1,083% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.33M | 55.6B | 0% |
| Annual Yield % from dividends | 0.85 | 2.11 | 40% |
| Returns for 1 year | -10.25 | 2.39 | -430% |
| Returns for 3 years | 0.82 | 33.13 | 2% |
| Returns for 5 years | 44.87 | 85.67 | 52% |
| Returns for 10 years | -0.58 | 93.09 | -1% |
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