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CUSRX vs VSIIX
CUSRX vs VSIIX Comparison
Open Charts CUSRX vs VSIIX
Cullen Small Cap Value Retail
Price$15.11
Change-$0.14 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.99
Change-$0.42 (-0.87%)
VolumeN/A
CapitalizationN/A
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VS
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CUSRX vs VSIIX Comparison Chart
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CUSRX vs. VSIIX commentary
Sep 22, 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 StrongSell and VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.3B vs. CUSRX (11.5M). VSIIX pays higher dividends than CUSRX: VSIIX (2.02) vs CUSRX (1.05). CUSRX was incepted earlier than VSIIX: CUSRX (15 years) vs VSIIX (25 years). CUSRX is a more actively managed with annual turnover of: 70.00 vs. VSIIX (16.00). CUSRX has a lower initial minimum investment than VSIIX: CUSRX (1000) vs VSIIX (5000000). CUSRX annual gain was more profitable for investors over the last year : 31.39 vs. VSIIX (25.85). VSIIX return over 5 years is better than : 57.12 vs. CUSRX (36.89).
| CUSRX | VSIIX | CUSRX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 11.817 | 11.364 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5M | 57.3B | 0% |
| Annual Yield % from dividends | 1.05 | 2.02 | 52% |
| Returns for 1 year | 31.39 | 25.85 | 121% |
| Returns for 3 years | 3.40 | 21.47 | 16% |
| Returns for 5 years | 36.89 | 57.12 | 65% |
| Returns for 10 years | -1.57 | 109.23 | -1% |
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