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CUSEX vs VTSMX
CUSEX vs VTSMX Comparison
Open Charts CUSEX vs VTSMX
Capital Group US Equity
Price$38.12
Change+$0.18 (+0.47%)
VolumeN/A
Net Assets390.99M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
CUSEX vs VTSMX Comparison Chart in %
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CUSEX vs. VTSMX commentary
Jul 27, 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: 1.91T vs. CUSEX (391M). VTSMX pays higher dividends than CUSEX: VTSMX (1.12) vs CUSEX (0.75). 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 : 17.75 vs. CUSEX (12.46). VTSMX return over 5 years is better than : 93.51 vs. CUSEX (51.51).
| 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 | 11.917 | 8.287 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 391M | 1.91T | 0% |
| Annual Yield % from dividends | 0.75 | 1.12 | 67% |
| Returns for 1 year | 12.46 | 17.75 | 70% |
| Returns for 3 years | 39.31 | 60.60 | 65% |
| Returns for 5 years | 51.51 | 93.51 | 55% |
| Returns for 10 years | 101.36 | 200.97 | 50% |
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