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CUSEX vs VSMPX
CUSEX vs VSMPX Comparison
Open Charts CUSEX vs VSMPX
Capital Group US Equity
Price$40.66
Change+$0.22 (+0.54%)
VolumeN/A
Net Assets404.25M
Vanguard Total Stock Mkt Idx Instl Pls
Price$306.87
Change-$3.46 (-1.11%)
VolumeN/A
Net Assets2.06T
CUSEX vs VSMPX Comparison Chart in %
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CUSEX vs. VSMPX commentary
Dec 13, 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 VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. CUSEX (404M). VSMPX pays higher dividends than CUSEX: VSMPX (1.12) vs CUSEX (0.75). CUSEX was incepted earlier than VSMPX: CUSEX (15 years) vs VSMPX (11 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 : 12.70 vs. CUSEX (7.94). VSMPX return over 5 years is better than : 79.39 vs. CUSEX (49.48).
| 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 | 15 years | 11 years | - |
| Gain YTD | 19.661 | 17.371 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 404M | 2.06T | 0% |
| Annual Yield % from dividends | 0.75 | 1.12 | 67% |
| Returns for 1 year | 7.94 | 12.70 | 63% |
| Returns for 3 years | 47.07 | 70.86 | 66% |
| Returns for 5 years | 49.48 | 79.39 | 62% |
| Returns for 10 years | 120.49 | 230.39 | 52% |
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