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CUSRX vs VSIAX
CUSRX vs VSIAX Comparison
Open Charts CUSRX vs VSIAX
Cullen Small Cap Value Retail
Price$13.10
Change-$0.31 (-2.31%)
VolumeN/A
Net Assets10.87M
Vanguard Small Cap Value Index Admiral
Price$84.92
Change-$1.96 (-2.26%)
VolumeN/A
Net Assets60.22B
CUSRX vs VSIAX Comparison Chart
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CUSRX vs. VSIAX commentary
Feb 23, 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: 60.2B vs. CUSRX (10.9M). 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 : 12.52 vs. CUSRX (0.65). VSIAX return over 5 years is better than : 51.02 vs. CUSRX (22.17).
| 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 | -2.891 | 2.008 | -144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9M | 60.2B | 0% |
| Annual Yield % from dividends | 1.05 | 2.01 | 52% |
| Returns for 1 year | 0.65 | 12.52 | 5% |
| Returns for 3 years | -5.26 | 20.69 | -25% |
| Returns for 5 years | 22.17 | 51.02 | 43% |
| Returns for 10 years | 1.35 | 94.93 | 1% |
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