Interact to see
Advertisement
Advertisement
CUSEX vs VSMPX
CUSEX vs VSMPX Comparison
Open Charts CUSEX vs VSMPX
Capital Group US Equity
Price$35.82
Change-$0.45 (-1.24%)
VolumeN/A
Net Assets371.76M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
CUSEX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CUSEX vs. VSMPX commentary
Jun 16, 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 (372M). VSMPX pays higher dividends than CUSEX: VSMPX (1.29) vs CUSEX (0.80). 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 : 10.08 vs. CUSEX (4.57). VSMPX return over 5 years is better than : 91.46 vs. CUSEX (49.24).
| 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 | 4.950 | 1.374 | 360% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 1.82T | 0% |
| Annual Yield % from dividends | 0.80 | 1.29 | 62% |
| Returns for 1 year | 4.57 | 10.08 | 45% |
| Returns for 3 years | 36.68 | 57.66 | 64% |
| Returns for 5 years | 49.24 | 91.46 | 54% |
| Returns for 10 years | 85.42 | 170.67 | 50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement