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CUSEX vs VSTSX
CUSEX vs VSTSX Comparison
Open Charts CUSEX vs VSTSX
Capital Group US Equity
Price$32.37
Change+$2.65 (+8.92%)
VolumeN/A
Net Assets309.94M
Vanguard Total Stock Mkt Idx Instl Sel
Price$246.68
Change-$9.07 (-3.55%)
VolumeN/A
Net Assets1.7T
CUSEX vs VSTSX Comparison Chart
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CUSEX vs. VSTSX commentary
Apr 11, 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. CUSEX (310M). VSTSX pays higher dividends than CUSEX: VSTSX (1.37) vs CUSEX (0.86). CUSEX was incepted earlier than VSTSX: CUSEX (14 years) vs VSTSX (9 years). CUSEX (0.43) is less costly to investors than VSTSX (0.01). CUSEX is a more actively managed with annual turnover of: 26.00 vs. VSTSX (2.00). CUSEX has a lower initial minimum investment than VSTSX: CUSEX (25000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : -5.40 vs. CUSEX (-10.78). VSTSX return over 5 years is better than : 75.55 vs. CUSEX (33.29).
| CUSEX | VSTSX | CUSEX / VSTSX | |
| Total Expense Ratio | 0.43 | 0.01 | 4,300% |
| Annual Report Gross Expense Ratio | 0.43 | 0.01 | 4,300% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -12.922 | -15.900 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 310M | 1.7T | 0% |
| Annual Yield % from dividends | 0.86 | 1.37 | 63% |
| Returns for 1 year | -10.78 | -5.40 | 200% |
| Returns for 3 years | -3.07 | 8.81 | -35% |
| Returns for 5 years | 33.29 | 75.55 | 44% |
| Returns for 10 years | 53.85 | N/A | - |
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