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CUSEX vs VSMPX
CUSEX vs VSMPX Comparison
Open Charts CUSEX vs VSMPX
Capital Group US Equity
Price$37.35
Change+$0.37 (+1.00%)
VolumeN/A
Net Assets385.75M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
CUSEX vs VSMPX Comparison Chart in %
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CUSEX vs. VSMPX commentary
Jul 07, 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. CUSEX (386M). VSMPX pays higher dividends than CUSEX: VSMPX (1.22) vs CUSEX (0.75). CUSEX was incepted earlier than VSMPX: CUSEX (14 years) vs VSMPX (10 years). CUSEX (0.43) is less costly to investors than VSMPX (0.02). CUSEX is a more actively managed with annual turnover of: 26.00 vs. VSMPX (2.00). CUSEX has a lower initial minimum investment than VSMPX: CUSEX (25000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. CUSEX (7.60). VSMPX return over 5 years is better than : 95.69 vs. CUSEX (51.41).
| CUSEX | VSMPX | CUSEX / VSMPX | |
| Total Expense Ratio | 0.43 | 0.02 | 2,150% |
| Annual Report Gross Expense Ratio | 0.43 | 0.02 | 2,150% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 9.656 | 6.426 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 386M | 1.82T | 0% |
| Annual Yield % from dividends | 0.75 | 1.22 | 61% |
| Returns for 1 year | 7.60 | 13.90 | 55% |
| Returns for 3 years | 38.72 | 62.17 | 62% |
| Returns for 5 years | 51.41 | 95.69 | 54% |
| Returns for 10 years | 97.59 | 189.21 | 52% |
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