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CUSEX vs VTSMX
CUSEX vs VTSMX Comparison
Open Charts CUSEX vs VTSMX
Capital Group US Equity
Price$36.43
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets376.86M
Vanguard Total Stock Mkt Idx I
Price$145.64
Change-$0.18 (-0.12%)
VolumeN/A
Net Assets1.82T
CUSEX vs VTSMX Comparison Chart in %
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CUSEX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CUSEX (377M). VTSMX pays higher dividends than CUSEX: VTSMX (1.18) vs CUSEX (0.80). CUSEX was incepted earlier than VTSMX: CUSEX (14 years) vs VTSMX (33 years). CUSEX (0.43) is less costly to investors than VTSMX (0.14). CUSEX is a more actively managed with annual turnover of: 26.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than CUSEX: VTSMX (3000) vs CUSEX (25000). VTSMX annual gain was more profitable for investors over the last year : 11.71 vs. CUSEX (5.50). VTSMX return over 5 years is better than : 97.92 vs. CUSEX (51.78).
| CUSEX | VTSMX | CUSEX / VTSMX | |
| Total Expense Ratio | 0.43 | 0.14 | 307% |
| Annual Report Gross Expense Ratio | 0.43 | 0.14 | 307% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 6.737 | 3.449 | 195% |
| 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 | 1.18 | 68% |
| Returns for 1 year | 5.50 | 11.71 | 47% |
| Returns for 3 years | 32.87 | 53.95 | 61% |
| Returns for 5 years | 51.78 | 97.92 | 53% |
| Returns for 10 years | 88.58 | 185.08 | 48% |
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