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CUSEX vs VTSMX
CUSEX vs VTSMX Comparison
Open Charts CUSEX vs VTSMX
Capital Group US Equity
Price$39.38
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets402.89M
Vanguard Total Stock Mkt Idx I
Price$160.59
Change+$0.10 (+0.06%)
VolumeN/A
Net Assets1.95T
CUSEX vs VTSMX Comparison Chart in %
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CUSEX vs. VTSMX commentary
Oct 06, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. CUSEX (403M). VTSMX pays higher dividends than CUSEX: VTSMX (1.04) vs CUSEX (0.77). CUSEX was incepted earlier than VTSMX: CUSEX (15 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 : 17.93 vs. CUSEX (9.89). VTSMX return over 5 years is better than : 94.50 vs. CUSEX (53.64).
| 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 | 33 years | - |
| Gain YTD | 15.894 | 13.963 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 1.95T | 0% |
| Annual Yield % from dividends | 0.77 | 1.04 | 74% |
| Returns for 1 year | 9.89 | 17.93 | 55% |
| Returns for 3 years | 48.17 | 74.14 | 65% |
| Returns for 5 years | 53.64 | 94.50 | 57% |
| Returns for 10 years | 118.48 | 236.17 | 50% |
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