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ACUSX vs VTSMX
ACUSX vs VTSMX Comparison
Open Charts ACUSX vs VTSMX
Advisors Capital Total Return – Equity
Price$11.78
Change+$0.19 (+1.64%)
VolumeN/A
Net Assets242.99M
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
ACUSX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. ACUSX (243M). VTSMX pays higher dividends than ACUSX: VTSMX (1.25) 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 annual gain was more profitable for investors over the last year : 5.56 vs. VTSMX (3.51).
| 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 | -7.201 | -10.527 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 1.7T | 0% |
| Annual Yield % from dividends | 0.04 | 1.25 | 3% |
| Returns for 1 year | 5.56 | 3.51 | 158% |
| Returns for 3 years | 14.84 | 21.32 | 70% |
| Returns for 5 years | N/A | 83.68 | - |
| Returns for 10 years | N/A | 144.72 | - |
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