CUSEX
Price
$41.50
Change
-$0.04 (-0.10%)
Updated
Aug 28 closing price
Net Assets
425.77M
VSMPX
Price
$346.44
Change
-$1.26 (-0.36%)
Updated
Aug 28 closing price
Net Assets
2.29T
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CUSEX vs VSMPX

CUSEX vs VSMPX Comparison Chart in %
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VS
CUSEX vs. VSMPX commentary
Aug 30, 2026

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 StrongBuy and VSMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.29T vs. CUSEX (426M). VSMPX pays higher dividends than CUSEX: VSMPX (1.07) vs CUSEX (0.69). CUSEX was incepted earlier than VSMPX: CUSEX (15 years) vs VSMPX (11 years). CUSEX (0.43) is less costly to investors than VSMPX (0.02). CUSEX is a more actively managed with annual turnover of: 26.00 vs. VSMPX (3.00). CUSEX has a lower initial minimum investment than VSMPX: CUSEX (25000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.61 vs. CUSEX (9.23). VSMPX return over 5 years is better than : 63.77 vs. CUSEX (29.87).
CUSEXVSMPXCUSEX / VSMPX
Total Expense Ratio0.430.022,150%
Annual Report Gross Expense Ratio0.430.022,150%
Fund Existence15 years11 years-
Gain YTD12.65613.18996%
Front LoadN/AN/A-
Min. Initial Investment250001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets426M2.29T0%
Annual Yield % from dividends0.691.0765%
Returns for 1 year9.2318.6150%
Returns for 3 years39.8170.4656%
Returns for 5 years29.8763.7747%
Returns for 10 years112.54241.2047%
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