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ACUSX vs VTSMX
ACUSX vs VTSMX Comparison
Open Charts ACUSX vs VTSMX
Advisors Capital Total Return – Equity
Price$13.20
Change+$0.10 (+0.76%)
VolumeN/A
Net Assets284.98M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
ACUSX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. ACUSX (285M). VTSMX pays higher dividends than ACUSX: VTSMX (1.12) vs ACUSX (0.04). ACUSX was incepted earlier than VTSMX: ACUSX (4 years) vs VTSMX (33 years). ACUSX (1.88) is less costly to investors than VTSMX (0.14). ACUSX is a more actively managed with annual turnover of: 19.01 vs. VTSMX (2.00). ACUSX has a lower initial minimum investment than VTSMX: ACUSX (2500) vs VTSMX (3000). ACUSX (13.07) and VTSMX (12.91) have marching annual gain over last year.
| ACUSX | VTSMX | ACUSX / VTSMX | |
| Total Expense Ratio | 1.88 | 0.14 | 1,343% |
| Annual Report Gross Expense Ratio | 1.88 | 0.14 | 1,343% |
| Fund Existence | 4 years | 33 years | - |
| Gain YTD | 5.987 | 5.513 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 1.82T | 0% |
| Annual Yield % from dividends | 0.04 | 1.12 | 3% |
| Returns for 1 year | 13.07 | 12.91 | 101% |
| Returns for 3 years | 47.02 | 60.70 | 77% |
| Returns for 5 years | N/A | 93.92 | - |
| Returns for 10 years | N/A | 195.50 | - |
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