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CUSCX Cullen Small Cap Value C

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Fund CUSCX Cullen Small Cap Value C SYLD Cambria Shareholder Yield ETF TRMCX T. Rowe Price Mid-Cap Value  
100% 85% 86%
Annual Fees
(2.01% Exp. Ratio)
(0.59% Exp. Ratio)
(0.80% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.56% annual return
$27,593.35 $42,486.79 $39,875.11
Est. savings over 30 yrs +$14,893.44 +$12,281.76
As of 9/30/16
1 YR RETURN 2.49%
3 YR -4.55%
5 YR 6.13%
10 YR --
1 YR RETURN 10.19%
3 YR 8.18%
5 YR --
10 YR --
1 YR RETURN 19.73%
3 YR 10.59%
5 YR 16.27%
10 YR 8.55%
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in small-capitalization companies. It may invest up to 30% of its assets in securities of companies headquartered outside the United States. The advisor intends to invest in the securities of companies located in developed countries and, to a lesser extent, those located in emerging markets, and the fund may consider investments in companies in any of the world's developed or emerging stock markets.
The investment seeks income and capital appreciation with an emphasis on income from investments in the U.S. equity market. The fund seeks to achieve its investment objective by investing primarily in equity securities that provide a high "shareholder yield." It will invest primarily in equity securities, including the common stock, of U.S. companies, though the fund may obtain a limited amount of foreign and emerging markets exposure through investments in American Depositary Receipts. Although the advisor generally expects to invest in companies with larger market capitalizations, it may invest in small- and mid-capitalization companies.
The investment seeks to provide long-term capital appreciation. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in companies whose market capitalization (number of shares outstanding multiplied by share price), at the time of purchase, falls within the range of the companies in either the S&P MidCap 400 Index or the Russell Midcap Value Index.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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