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CUSEX vs VTSMX
CUSEX vs VTSMX Comparison
Open Charts CUSEX vs VTSMX
Capital Group US Equity
Price$37.35
Change+$0.37 (+1.00%)
VolumeN/A
Net Assets385.75M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CUSEX vs VTSMX Comparison Chart in %
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CUSEX vs. VTSMX commentary
Jul 05, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CUSEX (386M). 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 : 13.89 vs. CUSEX (7.60). VTSMX return over 5 years is better than : 95.59 vs. CUSEX (51.41).
| 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 | 9.656 | 6.421 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 1.82T | 0% |
| Annual Yield % from dividends | 0.75 | 1.12 | 67% |
| Returns for 1 year | 7.60 | 13.89 | 55% |
| Returns for 3 years | 38.72 | 62.08 | 62% |
| Returns for 5 years | 51.41 | 95.59 | 54% |
| Returns for 10 years | 97.59 | 198.05 | 49% |
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