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CUSEX vs VITSX
CUSEX vs VITSX Comparison
Open Charts CUSEX vs VITSX
Capital Group US Equity
Price$32.37
Change+$2.65 (+8.92%)
VolumeN/A
Net Assets309.94M
Vanguard Total Stock Market Idx I
Price$125.29
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
CUSEX vs VITSX Comparison Chart
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CUSEX vs. VITSX commentary
Apr 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CUSEX is a Buy and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.7T vs. CUSEX (310M). VITSX pays higher dividends than CUSEX: VITSX (1.36) vs CUSEX (0.86). CUSEX was incepted earlier than VITSX: CUSEX (14 years) vs VITSX (28 years). CUSEX (0.43) is less costly to investors than VITSX (0.03). CUSEX is a more actively managed with annual turnover of: 26.00 vs. VITSX (2.00). CUSEX has a lower initial minimum investment than VITSX: CUSEX (25000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : -5.42 vs. CUSEX (-10.78). VITSX return over 5 years is better than : 75.44 vs. CUSEX (33.29).
| CUSEX | VITSX | CUSEX / VITSX | |
| Total Expense Ratio | 0.43 | 0.03 | 1,433% |
| Annual Report Gross Expense Ratio | 0.43 | 0.03 | 1,433% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | -12.922 | -15.904 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 1.7T | 0% |
| Annual Yield % from dividends | 0.86 | 1.36 | 63% |
| Returns for 1 year | -10.78 | -5.42 | 199% |
| Returns for 3 years | -3.07 | 8.75 | -35% |
| Returns for 5 years | 33.29 | 75.44 | 44% |
| Returns for 10 years | 53.85 | 131.99 | 41% |
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