Ad is loading...
CUSEX vs VSMPX
CUSEX vs VSMPX Comparison
Open Charts CUSEX vs VSMPX
Capital Group US Equity
Price$35.33
Change+$0.29 (+0.83%)
VolumeN/A
Net Assets372.23M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
CUSEX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CUSEX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. CUSEX (372M). VSMPX pays higher dividends than CUSEX: VSMPX (1.36) vs CUSEX (1.04). CUSEX was incepted earlier than VSMPX: CUSEX (14 years) vs VSMPX (10 years). 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 : 25.27 vs. CUSEX (15.06). VSMPX return over 5 years is better than : 76.14 vs. CUSEX (39.79).
| CUSEX | VSMPX | CUSEX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 3.304 | 2.245 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| 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 | 25.27 | 60% |
| Returns for 3 years | 16.22 | 29.00 | 56% |
| Returns for 5 years | 39.79 | 76.14 | 52% |
| Returns for 10 years | 93.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FSLEX | 41.10 | 0.36 | +0.88% |
| Fidelity Environment & Alternative Engy | |||
| BCEGX | 22.05 | 0.13 | +0.59% |
| Sterling Capital Equity Income C | |||
| JEMCX | 28.65 | 0.16 | +0.56% |
| JPMorgan Emerging Markets Equity C | |||
| NSFMX | 12.55 | 0.07 | +0.56% |
| Natixis Target Retirement 2060 N | |||
| VYSEX | 15.20 | 0.07 | +0.46% |
| Voya Small Company R6 | |||