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ACUSX vs VTSMX
ACUSX vs VTSMX Comparison
Open Charts ACUSX vs VTSMX
Advisors Capital Total Return – Equity
Price$12.35
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets262.93M
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
ACUSX vs VTSMX Comparison Chart
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. ACUSX (263M). VTSMX pays higher dividends than ACUSX: VTSMX (1.26) 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). VTSMX annual gain was more profitable for investors over the last year : 9.50 vs. ACUSX (8.55).
| 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 | 0.081 | -0.985 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263M | 1.72T | 0% |
| Annual Yield % from dividends | 0.04 | 1.26 | 3% |
| Returns for 1 year | 8.55 | 9.50 | 90% |
| Returns for 3 years | 33.30 | 44.74 | 74% |
| Returns for 5 years | N/A | 92.91 | - |
| Returns for 10 years | N/A | 169.81 | - |