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CUSEX vs VTSMX
CUSEX vs VTSMX Comparison
Open Charts CUSEX vs VTSMX
Capital Group US Equity
Price$38.41
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets393.85M
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
CUSEX vs VTSMX Comparison Chart in %
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CUSEX vs. VTSMX commentary
Sep 08, 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: 1.95T vs. CUSEX (394M). VTSMX pays higher dividends than CUSEX: VTSMX (1.07) vs CUSEX (0.73). 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 : 18.03 vs. CUSEX (10.85). VTSMX return over 5 years is better than : 84.94 vs. CUSEX (48.05).
| 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 | 12.768 | 10.330 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 1.95T | 0% |
| Annual Yield % from dividends | 0.73 | 1.07 | 69% |
| Returns for 1 year | 10.85 | 18.03 | 60% |
| Returns for 3 years | 40.57 | 63.63 | 64% |
| Returns for 5 years | 48.05 | 84.94 | 57% |
| Returns for 10 years | 112.88 | 224.15 | 50% |
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