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CUSEX vs VTSMX
CUSEX vs VTSMX Comparison
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CUSEX vs VTSMX Comparison Chart in %
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CUSEX vs. VTSMX commentary
Jun 17, 2026
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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.31T vs. CUSEX (428M). VTSMX pays higher dividends than CUSEX: VTSMX (0.93) vs CUSEX (0.71). CUSEX was incepted earlier than VTSMX: CUSEX (15 years) vs VTSMX (34 years). CUSEX (0.43) is less costly to investors than VTSMX (0.06). CUSEX is a more actively managed with annual turnover of: 26.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than CUSEX: VTSMX (0) vs CUSEX (25000). VTSMX annual gain was more profitable for investors over the last year : 25.74 vs. CUSEX (13.16). VTSMX return over 5 years is better than : 70.41 vs. CUSEX (34.92).
| CUSEX | VTSMX | CUSEX / VTSMX | |
| Total Expense Ratio | 0.43 | 0.06 | 717% |
| Annual Report Gross Expense Ratio | 0.43 | 0.06 | 717% |
| Fund Existence | 15 years | 34 years | - |
| Gain YTD | 9.814 | 11.102 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 428M | 2.31T | 0% |
| Annual Yield % from dividends | 0.71 | 0.93 | 76% |
| Returns for 1 year | 13.16 | 25.74 | 51% |
| Returns for 3 years | 38.75 | 70.36 | 55% |
| Returns for 5 years | 34.92 | 70.41 | 50% |
| Returns for 10 years | 118.73 | 265.21 | 45% |
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