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CUSCX vs VISVX
CUSCX vs VISVX Comparison
Open Charts CUSCX vs VISVX
Cullen Small Cap Value C
Price$11.24
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets9.76M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
CUSCX vs VISVX Comparison Chart in %
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CUSCX vs. VISVX commentary
Jul 07, 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 CUSCX is a StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. CUSCX (9.76M). VISVX pays higher dividends than CUSCX: VISVX (1.99) vs CUSCX (0.38). CUSCX was incepted earlier than VISVX: CUSCX (16 years) vs VISVX (27 years). CUSCX (4.82) is less costly to investors than VISVX (0.19). CUSCX is a more actively managed with annual turnover of: 72.00 vs. VISVX (16.00). CUSCX has a lower initial minimum investment than VISVX: CUSCX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. CUSCX (-0.88). VISVX return over 5 years is better than : 94.00 vs. CUSCX (37.87).
| CUSCX | VISVX | CUSCX / VISVX | |
| Total Expense Ratio | 2.00 | 0.19 | 1,053% |
| Annual Report Gross Expense Ratio | 4.82 | 0.19 | 2,537% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | -4.907 | 2.024 | -242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.76M | 54B | 0% |
| Annual Yield % from dividends | 0.38 | 1.99 | 19% |
| Returns for 1 year | -0.88 | 11.64 | -8% |
| Returns for 3 years | -3.93 | 34.76 | -11% |
| Returns for 5 years | 37.87 | 94.00 | 40% |
| Returns for 10 years | -14.41 | 96.11 | -15% |