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CUSIX vs VISVX
CUSIX vs VISVX Comparison
Open Charts CUSIX vs VISVX
Cullen Small Cap Value I
Price$13.89
Change-$0.40 (-2.80%)
VolumeN/A
Net Assets9.74M
Vanguard Small Cap Value Index I
Price$49.22
Change-$0.69 (-1.38%)
VolumeN/A
Net Assets59.14B
CUSIX vs VISVX Comparison Chart in %
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CUSIX vs. VISVX commentary
Oct 17, 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 CUSIX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. CUSIX (9.74M). VISVX pays higher dividends than CUSIX: VISVX (1.88) vs CUSIX (1.13). CUSIX was incepted earlier than VISVX: CUSIX (16 years) vs VISVX (27 years). CUSIX (3.82) is less costly to investors than VISVX (0.19). CUSIX is a more actively managed with annual turnover of: 38.00 vs. VISVX (16.00). VISVX has a lower initial minimum investment than CUSIX: VISVX (3000) vs CUSIX (1000000). VISVX annual gain was more profitable for investors over the last year : 0.75 vs. CUSIX (-10.48). VISVX return over 5 years is better than : 75.24 vs. CUSIX (42.67).
| CUSIX | VISVX | CUSIX / VISVX | |
| Total Expense Ratio | 1.00 | 0.19 | 526% |
| Annual Report Gross Expense Ratio | 3.82 | 0.19 | 2,011% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 1.684 | 3.913 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.74M | 59.1B | 0% |
| Annual Yield % from dividends | 1.13 | 1.88 | 60% |
| Returns for 1 year | -10.48 | 0.75 | -1,406% |
| Returns for 3 years | 5.75 | 37.72 | 15% |
| Returns for 5 years | 42.67 | 75.24 | 57% |
| Returns for 10 years | 17.46 | 109.24 | 16% |