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CUSEX vs VSMPX
CUSEX vs VSMPX Comparison
Open Charts CUSEX vs VSMPX
Capital Group US Equity
Price$37.14
Change+$0.27 (+0.73%)
VolumeN/A
Net Assets380.62M
Vanguard Total Stock Mkt Idx Instl Pls
Price$277.69
Change+$0.63 (+0.23%)
VolumeN/A
Net Assets1.82T
CUSEX vs VSMPX Comparison Chart in %
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CUSEX vs. VSMPX commentary
Jul 02, 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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. CUSEX (381M). VSMPX pays higher dividends than CUSEX: VSMPX (1.22) 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 : 13.48 vs. CUSEX (7.39). VSMPX return over 5 years is better than : 93.54 vs. CUSEX (49.88).
| 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 | 8.247 | 4.750 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 381M | 1.82T | 0% |
| Annual Yield % from dividends | 0.80 | 1.22 | 65% |
| Returns for 1 year | 7.39 | 13.48 | 55% |
| Returns for 3 years | 36.94 | 59.62 | 62% |
| Returns for 5 years | 49.88 | 93.54 | 53% |
| Returns for 10 years | 94.08 | 183.67 | 51% |
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