CUSEX
Price
$39.22
Change
+$0.20 (+0.51%)
Updated
Sep 15 closing price
Net Assets
400.04M
VTSMX
Price
$158.54
Change
+$0.73 (+0.46%)
Updated
Sep 15 closing price
Net Assets
1.95T
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CUSEX vs VTSMX

Header iconCUSEX vs VTSMX Comparison
Open Charts CUSEX vs VTSMXBanner chart's image
Capital Group US Equity
Price$39.22
Change+$0.20 (+0.51%)
VolumeN/A
Net Assets400.04M
Vanguard Total Stock Mkt Idx I
Price$158.54
Change+$0.73 (+0.46%)
VolumeN/A
Net Assets1.95T
CUSEX vs VTSMX Comparison Chart in %
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CUSEX vs. VTSMX commentary
Sep 16, 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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. CUSEX (400M). 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 : 17.11 vs. CUSEX (10.06). VTSMX return over 5 years is better than : 89.08 vs. CUSEX (50.63).
CUSEXVTSMXCUSEX / VTSMX
Total Expense Ratio0.430.14307%
Annual Report Gross Expense Ratio0.430.14307%
Fund Existence14 years33 years-
Gain YTD14.55911.969122%
Front LoadN/AN/A-
Min. Initial Investment250003000833%
Min. Initial Investment IRAN/AN/A-
Net Assets400M1.95T0%
Annual Yield % from dividends0.731.0769%
Returns for 1 year10.0617.1159%
Returns for 3 years43.5267.0765%
Returns for 5 years50.6389.0857%
Returns for 10 years117.06230.2951%
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