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 a closer substitute for your current allocation.
Cheapest Alternatives to CUSIX
CUSIX charges 1.00% annually. There are 54 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | CUSIX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | CUSIX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 64.90B | Sep 2011 | CUSIX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | CUSIX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | CUSIX vs VRTVX |
Best Risk-Adjusted Alternatives to CUSIX
CUSIX has a PortfoliosLab risk / return rank of 7. There are 124 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 94 | — | May 1998 | CUSIX vs AVALX | |
| Victory Integrity Discovery Fund | 86 | — | Dec 1996 | CUSIX vs MMEYX | |
| Invesco Small Cap Value Fund | 85 | — | Jun 1999 | CUSIX vs VSCAX | |
| Transamerica Small Cap Value | 82 | — | Jan 2003 | CUSIX vs TSLTX | |
| Walthausen Small Cap Value Fund | 81 | — | Feb 2008 | CUSIX vs WSCVX |
Top Performing CUSIX Alternatives (YTD)
CUSIX is at 3.71% YTD. There are 123 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 28.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 28.29% | — | Dec 1996 | CUSIX vs MMEYX | |
| Royce Opportunity Fund | 27.36% | — | Nov 1996 | CUSIX vs RYPNX | |
| Invesco Small Cap Value Fund | 26.83% | — | Jun 1999 | CUSIX vs VSCAX | |
| First Eagle Small Cap Opportunity Fund | 23.60% | — | Apr 2021 | CUSIX vs FESCX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 22.16% | — | Jun 2002 | CUSIX vs QRSVX |
Lowest Volatility Alternatives to CUSIX
CUSIX has 23.44% 1-year volatility. There are 126 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.00% | — | Sep 2017 | CUSIX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.20% | — | Apr 2019 | CUSIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.26% | — | Apr 1997 | CUSIX vs TASCX | |
| AMG River Road Small-Mid Cap Value Fund | 14.41% | — | Mar 2007 | CUSIX vs ARSMX | |
| VELA Small Cap Fund | 14.41% | — | Sep 2020 | CUSIX vs VESMX |
Lowest Drawdown Alternatives to CUSIX
CUSIX has a 1-year max drawdown of -18.49%. There are 126 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | CUSIX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | CUSIX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | CUSIX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | CUSIX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | CUSIX vs TSLTX |
Other Mutual Funds from Cullen Funds Trust
The 5 most viewed Cullen Funds Trust mutual funds shown here include CEMFX, CHDEX, ENHNX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Cullen Emerging Markets High Dividend Fund | Emerging Markets Diversified | 91 | 27.99% | — | Aug 2012 | CUSIX vs CEMFX | |
| Cullen High Dividend Equity Fund | Large Cap Value Equities | 63 | 7.11% | — | Aug 2003 | CUSIX vs CHDEX | |
| Cullen Enhanced Equity Income Fund | Derivative Income | 26 | 7.59% | — | Dec 2015 | CUSIX vs ENHNX | |
| Cullen International High Dividend Fund | Foreign Large Cap Equities | 39 | 10.44% | — | Dec 2005 | CUSIX vs CIHIX | |
| Cullen Value Fund | Large Cap Value Equities | 81 | 12.09% | — | Aug 2012 | CUSIX vs CVLVX |
Often Compared With CUSIX
Investors most often compare CUSIX with JMCRX, BSCMX, SSCVX. These 11 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare CUSIX with Any Fund or Stock
Compare CUSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CUSIX with funds that move differently
Cullen Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CUSIX.
Explore CUSIX Diversifiers