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CUSEX vs VTSAX
CUSEX vs VTSAX Comparison
Open Charts CUSEX vs VTSAX
Capital Group US Equity
Price$36.43
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets376.86M
Vanguard Total Stock Mkt Idx Adm
Price$145.69
Change-$0.19 (-0.13%)
VolumeN/A
Net Assets1.82T
CUSEX vs VTSAX Comparison Chart in %
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CUSEX vs. VTSAX commentary
Jun 26, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. CUSEX (377M). VTSAX pays higher dividends than CUSEX: VTSAX (1.28) vs CUSEX (0.80). CUSEX was incepted earlier than VTSAX: CUSEX (14 years) vs VTSAX (25 years). CUSEX (0.43) is less costly to investors than VTSAX (0.04). CUSEX is a more actively managed with annual turnover of: 26.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than CUSEX: VTSAX (3000) vs CUSEX (25000). VTSAX annual gain was more profitable for investors over the last year : 11.72 vs. CUSEX (5.50). VTSAX return over 5 years is better than : 98.00 vs. CUSEX (51.78).
| CUSEX | VTSAX | CUSEX / VTSAX | |
| Total Expense Ratio | 0.43 | 0.04 | 1,075% |
| Annual Report Gross Expense Ratio | 0.43 | 0.04 | 1,075% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 6.737 | 3.472 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 377M | 1.82T | 0% |
| Annual Yield % from dividends | 0.80 | 1.28 | 62% |
| Returns for 1 year | 5.50 | 11.72 | 47% |
| Returns for 3 years | 32.87 | 54.03 | 61% |
| Returns for 5 years | 51.78 | 98.00 | 53% |
| Returns for 10 years | 88.58 | 185.77 | 48% |
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