CUSEX
Price
$40.57
Change
-$0.40 (-0.98%)
Updated
Sep 14 closing price
Net Assets
425.48M
VTSMX
Price
$182.30
Change
-$0.84 (-0.46%)
Updated
Sep 14 closing price
Net Assets
2.34T
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CUSEX vs VTSMX

CUSEX vs VTSMX Comparison Chart in %
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CUSEX vs. VTSMX commentary
Sep 15, 2026

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.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.34T vs. CUSEX (425M). VTSMX pays higher dividends than CUSEX: VTSMX (0.97) vs CUSEX (0.69). CUSEX was incepted earlier than VTSMX: CUSEX (15 years) vs VTSMX (34 years). CUSEX (0.43) is less costly to investors than VTSMX (0.06). CUSEX is a more actively managed with annual turnover of: 26.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than CUSEX: VTSMX (0) vs CUSEX (25000). VTSMX annual gain was more profitable for investors over the last year : 16.14 vs. CUSEX (4.81). VTSMX return over 5 years is better than : 63.58 vs. CUSEX (27.73).
CUSEXVTSMXCUSEX / VTSMX
Total Expense Ratio0.430.06717%
Annual Report Gross Expense Ratio0.430.06717%
Fund Existence15 years34 years-
Gain YTD10.13112.28082%
Front LoadN/AN/A-
Min. Initial Investment250000-
Min. Initial Investment IRAN/AN/A-
Net Assets425M2.34T0%
Annual Yield % from dividends0.690.9771%
Returns for 1 year4.8116.1430%
Returns for 3 years38.3170.7454%
Returns for 5 years27.7363.5844%
Returns for 10 years111.91254.4844%
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