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CUSEX vs VSMPX
CUSEX vs VSMPX Comparison
Open Charts CUSEX vs VSMPX
Capital Group US Equity
Price$36.13
Change+$0.23 (+0.64%)
VolumeN/A
Net Assets372.96M
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
CUSEX vs VSMPX Comparison Chart
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CUSEX vs. VSMPX commentary
Jun 07, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. CUSEX (373M). VSMPX pays higher dividends than CUSEX: VSMPX (1.29) vs CUSEX (0.80). CUSEX was incepted earlier than VSMPX: CUSEX (14 years) vs VSMPX (10 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 (2.00). 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 : 10.97 vs. CUSEX (6.96). VSMPX return over 5 years is better than : 81.02 vs. CUSEX (44.36).
| CUSEX | VSMPX | CUSEX / VSMPX | |
| Total Expense Ratio | 0.43 | 0.02 | 2,150% |
| Annual Report Gross Expense Ratio | 0.43 | 0.02 | 2,150% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 5.858 | 0.837 | 700% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 373M | 1.82T | 0% |
| Annual Yield % from dividends | 0.80 | 1.29 | 62% |
| Returns for 1 year | 6.96 | 10.97 | 63% |
| Returns for 3 years | 24.67 | 40.40 | 61% |
| Returns for 5 years | 44.36 | 81.02 | 55% |
| Returns for 10 years | 88.69 | 171.64 | 52% |
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