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CUSRX vs VSIAX
CUSRX vs VSIAX Comparison
Open Charts CUSRX vs VSIAX
Cullen Small Cap Value Retail
Price$14.67
Change+$0.36 (+2.52%)
VolumeN/A
Net Assets10.31M
Vanguard Small Cap Value Index Admiral
Price$96.99
Change+$1.10 (+1.15%)
VolumeN/A
Net Assets59.85B
CUSRX vs VSIAX Comparison Chart in %
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CUSRX vs. VSIAX 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 CUSRX is a Hold and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.8B vs. CUSRX (10.3M). VSIAX pays higher dividends than CUSRX: VSIAX (1.95) vs CUSRX (0.84). CUSRX was incepted earlier than VSIAX: CUSRX (16 years) vs VSIAX (14 years). CUSRX (4.50) is less costly to investors than VSIAX (0.07). CUSRX is a more actively managed with annual turnover of: 38.00 vs. VSIAX (16.00). CUSRX has a lower initial minimum investment than VSIAX: CUSRX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 12.01 vs. CUSRX (8.31). VSIAX return over 5 years is better than : 52.99 vs. CUSRX (10.68).
| CUSRX | VSIAX | CUSRX / VSIAX | |
| Total Expense Ratio | 1.25 | 0.07 | 1,786% |
| Annual Report Gross Expense Ratio | 4.50 | 0.07 | 6,429% |
| Fund Existence | 16 years | 14 years | - |
| Gain YTD | 11.136 | 6.559 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3M | 59.8B | 0% |
| Annual Yield % from dividends | 0.84 | 1.95 | 43% |
| Returns for 1 year | 8.31 | 12.01 | 69% |
| Returns for 3 years | 7.78 | 35.96 | 22% |
| Returns for 5 years | 10.68 | 52.99 | 20% |
| Returns for 10 years | 47.67 | 164.89 | 29% |
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