Ad is loading...
CUSEX vs VTSMX
CUSEX vs VTSMX Comparison
Open Charts CUSEX vs VTSMX
Capital Group US Equity
Price$33.85
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets352.93M
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
CUSEX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CUSEX vs. VTSMX commentary
May 10, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. CUSEX (353M). VTSMX pays higher dividends than CUSEX: VTSMX (1.26) vs CUSEX (0.85). 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 : 8.01 vs. CUSEX (1.46). VTSMX return over 5 years is better than : 89.29 vs. CUSEX (43.93).
| 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 | -0.822 | -3.965 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.72T | 0% |
| Annual Yield % from dividends | 0.85 | 1.26 | 68% |
| Returns for 1 year | 1.46 | 8.01 | 18% |
| Returns for 3 years | 23.94 | 40.15 | 60% |
| Returns for 5 years | 43.93 | 89.29 | 49% |
| Returns for 10 years | 76.09 | 165.40 | 46% |
View a ticker or compare two or three
VS
VS
Ad is loading...