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CUSEX vs VTSMX
CUSEX vs VTSMX Comparison
Open Charts CUSEX vs VTSMX
Capital Group US Equity
Price$34.99
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets364.64M
Vanguard Total Stock Mkt Idx I
Price$140.85
Change+$0.06 (+0.04%)
VolumeN/A
Net Assets1.72T
CUSEX vs VTSMX Comparison Chart
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CUSEX vs. VTSMX commentary
May 15, 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: 1.72T vs. CUSEX (365M). VTSMX pays higher dividends than CUSEX: VTSMX (1.26) vs CUSEX (0.85). 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 : 11.60 vs. CUSEX (4.29). VTSMX return over 5 years is better than : 101.96 vs. CUSEX (50.64).
| 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 | 2.518 | -0.120 | -2,101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 365M | 1.72T | 0% |
| Annual Yield % from dividends | 0.85 | 1.26 | 68% |
| Returns for 1 year | 4.29 | 11.60 | 37% |
| Returns for 3 years | 26.31 | 44.37 | 59% |
| Returns for 5 years | 50.64 | 101.96 | 50% |
| Returns for 10 years | 79.81 | 172.93 | 46% |
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