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CUSEX vs VITSX
CUSEX vs VITSX Comparison
Open Charts CUSEX vs VITSX
Capital Group US Equity
Price$35.33
Change+$0.29 (+0.83%)
VolumeN/A
Net Assets372.23M
Vanguard Total Stock Market Idx I
Price$144.22
Change+$1.35 (+0.94%)
VolumeN/A
Net Assets1.78T
CUSEX vs VITSX Comparison Chart
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CUSEX vs. VITSX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.78T vs. CUSEX (372M). VITSX pays higher dividends than CUSEX: VITSX (1.36) vs CUSEX (1.04). CUSEX was incepted earlier than VITSX: CUSEX (14 years) vs VITSX (28 years). 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 : 25.26 vs. CUSEX (15.06). VITSX return over 5 years is better than : 76.10 vs. CUSEX (39.79).
| CUSEX | VITSX | CUSEX / VITSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 3.304 | 2.247 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 1.78T | 0% |
| Annual Yield % from dividends | 1.04 | 1.36 | 76% |
| Returns for 1 year | 15.06 | 25.26 | 60% |
| Returns for 3 years | 16.22 | 28.96 | 56% |
| Returns for 5 years | 39.79 | 76.10 | 52% |
| Returns for 10 years | 93.88 | 195.59 | 48% |