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CUSEX vs VTSMX
CUSEX vs VTSMX Comparison
Open Charts CUSEX vs VTSMX
Capital Group US Equity
Price$39.18
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets400.32M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
CUSEX vs VTSMX Comparison Chart in %
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CUSEX vs. VTSMX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. CUSEX (400M). VTSMX pays higher dividends than CUSEX: VTSMX (1.04) vs CUSEX (0.77). CUSEX was incepted earlier than VTSMX: CUSEX (15 years) vs VTSMX (34 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 : 13.79 vs. CUSEX (7.17). VTSMX return over 5 years is better than : 84.86 vs. CUSEX (48.56).
| CUSEX | VTSMX | CUSEX / VTSMX | |
| Total Expense Ratio | 0.43 | 0.14 | 307% |
| Annual Report Gross Expense Ratio | 0.43 | 0.14 | 307% |
| Fund Existence | 15 years | 34 years | - |
| Gain YTD | 15.305 | 13.012 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 400M | 2.02T | 0% |
| Annual Yield % from dividends | 0.77 | 1.04 | 74% |
| Returns for 1 year | 7.17 | 13.79 | 52% |
| Returns for 3 years | 50.50 | 76.02 | 66% |
| Returns for 5 years | 48.56 | 84.86 | 57% |
| Returns for 10 years | 112.46 | 225.10 | 50% |
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