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CUSRX vs VISVX
CUSRX vs VISVX Comparison
Open Charts CUSRX vs VISVX
Cullen Small Cap Value Retail
Price$13.25
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets9.48M
Vanguard Small Cap Value Index I
Price$49.36
Change+$0.14 (+0.28%)
VolumeN/A
Net Assets59.14B
CUSRX vs VISVX Comparison Chart in %
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CUSRX vs. VISVX commentary
Oct 19, 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 CUSRX is a Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. CUSRX (9.48M). VISVX pays higher dividends than CUSRX: VISVX (1.88) vs CUSRX (1.04). CUSRX was incepted earlier than VISVX: CUSRX (16 years) vs VISVX (27 years). CUSRX (4.07) is less costly to investors than VISVX (0.19). CUSRX is a more actively managed with annual turnover of: 38.00 vs. VISVX (16.00). CUSRX has a lower initial minimum investment than VISVX: CUSRX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 0.97 vs. CUSRX (-12.92). VISVX return over 5 years is better than : 75.74 vs. CUSRX (36.09).
| CUSRX | VISVX | CUSRX / VISVX | |
| Total Expense Ratio | 1.25 | 0.19 | 658% |
| Annual Report Gross Expense Ratio | 4.07 | 0.19 | 2,142% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | -1.233 | 4.208 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.48M | 59.1B | 0% |
| Annual Yield % from dividends | 1.04 | 1.88 | 55% |
| Returns for 1 year | -12.92 | 0.97 | -1,331% |
| Returns for 3 years | 0.59 | 36.12 | 2% |
| Returns for 5 years | 36.09 | 75.74 | 48% |
| Returns for 10 years | 8.75 | 108.98 | 8% |
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