Cullen Small Cap Value Fund (CUSIX) Alternatives
Cullen Small Cap Value Fund (CUSIX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CUSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to CUSIX
CUSIX charges 1.00% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among CUSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | CUSIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | CUSIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | CUSIX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | CUSIX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | CUSIX vs VSMVX |
Best Risk-Adjusted Alternatives to CUSIX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | CUSIX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | CUSIX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | CUSIX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | CUSIX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | CUSIX vs MMEYX |
Top Performing CUSIX Alternatives (YTD)
CUSIX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | CUSIX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | CUSIX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | CUSIX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | CUSIX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | CUSIX vs MMEYX |
Lowest Volatility Alternatives to CUSIX
CUSIX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | CUSIX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | CUSIX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | CUSIX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | CUSIX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | CUSIX vs TASCX |
Lowest Drawdown Alternatives to CUSIX
CUSIX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | CUSIX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | CUSIX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | CUSIX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | CUSIX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | CUSIX vs JMCRX |
Other Mutual Funds from Cullen Funds Trust
Most popular Cullen Funds Trust mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cullen High Dividend Equity Fund | Large Cap Value Equities | 68 | 2.11% | Aug 1, 2003 | CUSIX vs CHDEX | |
| Cullen Emerging Markets High Dividend Fund | Emerging Markets Diversified | 93 | 6.79% | Aug 30, 2012 | CUSIX vs CEMFX | |
| Cullen International High Dividend Fund | Foreign Large Cap Equities | 76 | 2.88% | Dec 14, 2005 | CUSIX vs CIHIX | |
| Cullen Enhanced Equity Income Fund | Derivative Income | 15 | 3.20% | Dec 14, 2015 | CUSIX vs ENHNX | |
| Cullen Value Fund | Large Cap Value Equities | 74 | 0.93% | Aug 31, 2012 | CUSIX vs CVLVX |
Often Compared With CUSIX
What investors most often compare with CUSIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Columbia Select Small Cap Value Fund | Small Cap Value Equities | 55 | 5.82% | Apr 25, 1997 | CUSIX vs SSCVX | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | CUSIX vs PRVIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | CUSIX vs VSCAX |
Compare CUSIX with Any Fund or Stock
Compare CUSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.