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ACUSX vs VTSMX
ACUSX vs VTSMX Comparison
Open Charts ACUSX vs VTSMX
Advisors Capital Total Return – Equity
Price$14.02
Change-$0.17 (-1.20%)
VolumeN/A
Net Assets319.63M
Vanguard Total Stock Mkt Idx I
Price$163.50
Change-$1.84 (-1.11%)
VolumeN/A
Net Assets2.06T
ACUSX vs VTSMX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. ACUSX (320M). VTSMX pays higher dividends than ACUSX: VTSMX (1.02) vs ACUSX (0.03). ACUSX was incepted earlier than VTSMX: ACUSX (5 years) vs VTSMX (34 years). ACUSX (1.88) is less costly to investors than VTSMX (0.14). ACUSX is a more actively managed with annual turnover of: 12.59 vs. VTSMX (2.00). ACUSX has a lower initial minimum investment than VTSMX: ACUSX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 12.68 vs. ACUSX (11.60).
| ACUSX | VTSMX | ACUSX / VTSMX | |
| Total Expense Ratio | 1.88 | 0.14 | 1,343% |
| Annual Report Gross Expense Ratio | 1.88 | 0.14 | 1,343% |
| Fund Existence | 5 years | 34 years | - |
| Gain YTD | 14.806 | 17.334 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 320M | 2.06T | 0% |
| Annual Yield % from dividends | 0.03 | 1.02 | 3% |
| Returns for 1 year | 11.60 | 12.68 | 91% |
| Returns for 3 years | 50.01 | 70.77 | 71% |
| Returns for 5 years | N/A | 79.30 | - |
| Returns for 10 years | N/A | 240.48 | - |
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