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CUSRX vs VSIAX
CUSRX vs VSIAX Comparison
Open Charts CUSRX vs VSIAX
Cullen Small Cap Value Retail
Price$15.16
Change-$0.21 (-1.37%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
CUSRX vs VSIAX Comparison Chart
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CUSRX vs. VSIAX commentary
Nov 18, 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 Sell and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B 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). CUSRX (29.74) and VSIAX (28.76) have marching annual gain over last year. VSIAX return over 5 years is better than : 57.44 vs. CUSRX (32.14).
| 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 | 12.477 | 15.498 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9M | 57.6B | 0% |
| Annual Yield % from dividends | 1.05 | 2.01 | 52% |
| Returns for 1 year | 29.74 | 28.76 | 103% |
| Returns for 3 years | -5.53 | 13.29 | -42% |
| Returns for 5 years | 32.14 | 57.44 | 56% |
| Returns for 10 years | 3.60 | 108.79 | 3% |
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