CUSEX
Price
$41.38
Change
+$0.39 (+0.95%)
Updated
Jun 30 closing price
Net Assets
428.43M
VSMPX
Price
$338.04
Change
+$2.65 (+0.79%)
Updated
Jun 30 closing price
Net Assets
2.31T
Interact to see
Advertisement

CUSEX vs VSMPX

CUSEX vs VSMPX Comparison Chart in %
View a ticker or compare two or three
VS
CUSEX vs. VSMPX commentary
Jul 01, 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 Buy and VSMPX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.31T vs. CUSEX (428M). VSMPX pays higher dividends than CUSEX: VSMPX (1.02) vs CUSEX (0.71). 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 : 20.88 vs. CUSEX (12.32). VSMPX return over 5 years is better than : 64.72 vs. CUSEX (35.50).
CUSEXVSMPXCUSEX / VSMPX
Total Expense Ratio0.430.022,150%
Annual Report Gross Expense Ratio0.430.022,150%
Fund Existence15 years11 years-
Gain YTD12.3309.579129%
Front LoadN/AN/A-
Min. Initial Investment250001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets428M2.31T0%
Annual Yield % from dividends0.711.0270%
Returns for 1 year12.3220.8859%
Returns for 3 years40.2867.0760%
Returns for 5 years35.5064.7255%
Returns for 10 years119.31244.2949%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
BMEA1.32N/A
N/A
Biomea Fusion
DRMA1.29N/A
N/A
Dermata Therapeutics Inc
RS373.60-0.83
-0.22%
Reliance
AD36.26-0.11
-0.30%
Array Digital Infrastructure Inc
NCDL12.42-0.22
-1.74%
Nuveen Churchill Direct Lending Corp