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CUSEX vs VSMPX
CUSEX vs VSMPX Comparison
Open Charts CUSEX vs VSMPX
Capital Group US Equity
Price$33.85
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets352.93M
Vanguard Total Stock Mkt Idx Instl Pls
Price$253.89
Change-$0.15 (-0.06%)
VolumeN/A
Net Assets1.72T
CUSEX vs VSMPX Comparison Chart
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CUSEX vs. VSMPX commentary
May 10, 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: 1.72T vs. CUSEX (353M). VSMPX pays higher dividends than CUSEX: VSMPX (1.37) vs CUSEX (0.85). 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 : 8.03 vs. CUSEX (1.46). VSMPX return over 5 years is better than : 89.37 vs. CUSEX (43.93).
| 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 | -0.822 | -3.953 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.72T | 0% |
| Annual Yield % from dividends | 0.85 | 1.37 | 62% |
| Returns for 1 year | 1.46 | 8.03 | 18% |
| Returns for 3 years | 23.94 | 40.22 | 60% |
| Returns for 5 years | 43.93 | 89.37 | 49% |
| Returns for 10 years | 76.09 | 157.53 | 48% |
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