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CUSIX vs VISVX
CUSIX vs VISVX Comparison
Open Charts CUSIX vs VISVX
Cullen Small Cap Value I
Price$14.99
Change+$0.11 (+0.74%)
VolumeN/A
Net Assets10.23M
Vanguard Small Cap Value Index I
Price$54.13
Change+$0.61 (+1.14%)
VolumeN/A
Net Assets59.85B
CUSIX vs VISVX Comparison Chart in %
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CUSIX vs. VISVX commentary
Jan 16, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. CUSIX (10.2M). VISVX pays higher dividends than CUSIX: VISVX (1.84) vs CUSIX (1.06). CUSIX was incepted earlier than VISVX: CUSIX (16 years) vs VISVX (28 years). CUSIX (4.22) 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 : 12.23 vs. CUSIX (8.69). VISVX return over 5 years is better than : 51.12 vs. CUSIX (10.18).
| CUSIX | VISVX | CUSIX / VISVX | |
| Total Expense Ratio | 1.00 | 0.19 | 526% |
| Annual Report Gross Expense Ratio | 4.22 | 0.19 | 2,221% |
| Fund Existence | 16 years | 28 years | - |
| Gain YTD | 8.466 | 5.354 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 59.8B | 0% |
| Annual Yield % from dividends | 1.06 | 1.84 | 58% |
| Returns for 1 year | 8.69 | 12.23 | 71% |
| Returns for 3 years | 6.18 | 34.31 | 18% |
| Returns for 5 years | 10.18 | 51.12 | 20% |
| Returns for 10 years | 49.82 | 161.21 | 31% |
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