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CUSEX vs VTSMX
CUSEX vs VTSMX Comparison
Open Charts CUSEX vs VTSMX
Capital Group US Equity
Price$35.33
Change+$0.29 (+0.83%)
VolumeN/A
Net Assets372.23M
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
CUSEX vs VTSMX Comparison Chart
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CUSEX vs. VTSMX commentary
Jan 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: 1.78T vs. CUSEX (372M). VTSMX pays higher dividends than CUSEX: VTSMX (1.26) vs CUSEX (1.04). CUSEX was incepted earlier than VTSMX: CUSEX (14 years) vs VTSMX (33 years). 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 : 25.24 vs. CUSEX (15.06). VTSMX return over 5 years is better than : 76.07 vs. CUSEX (39.79).
| CUSEX | VTSMX | CUSEX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 3.304 | 2.241 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 1.78T | 0% |
| Annual Yield % from dividends | 1.04 | 1.26 | 82% |
| Returns for 1 year | 15.06 | 25.24 | 60% |
| Returns for 3 years | 16.22 | 28.94 | 56% |
| Returns for 5 years | 39.79 | 76.07 | 52% |
| Returns for 10 years | 93.88 | 194.99 | 48% |
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