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CUSEX vs VTSAX
CUSEX vs VTSAX Comparison
Open Charts CUSEX vs VTSAX
Capital Group US Equity
Price$38.93
Change+$0.28 (+0.72%)
VolumeN/A
Net Assets394.02M
Vanguard Total Stock Mkt Idx Adm
Price$158.32
Change+$0.52 (+0.33%)
VolumeN/A
Net Assets2.05T
CUSEX vs VTSAX Comparison Chart in %
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CUSEX vs. VTSAX commentary
Nov 20, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. CUSEX (394M). VTSAX pays higher dividends than CUSEX: VTSAX (1.11) vs CUSEX (0.76). CUSEX was incepted earlier than VTSAX: CUSEX (15 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 : 10.80 vs. CUSEX (6.37). VTSAX return over 5 years is better than : 77.64 vs. CUSEX (46.07).
| 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 | 15 years | 25 years | - |
| Gain YTD | 14.569 | 11.966 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 2.05T | 0% |
| Annual Yield % from dividends | 0.76 | 1.11 | 68% |
| Returns for 1 year | 6.37 | 10.80 | 59% |
| Returns for 3 years | 39.10 | 63.88 | 61% |
| Returns for 5 years | 46.07 | 77.64 | 59% |
| Returns for 10 years | 104.80 | 214.45 | 49% |