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CUSEX vs VTSAX
CUSEX vs VTSAX Comparison
Open Charts CUSEX vs VTSAX
Capital Group US Equity
Price$38.54
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets393.85M
Vanguard Total Stock Mkt Idx Adm
Price$155.55
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
CUSEX vs VTSAX Comparison Chart in %
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CUSEX vs. VTSAX commentary
Sep 09, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.95T vs. CUSEX (394M). VTSAX pays higher dividends than CUSEX: VTSAX (1.16) vs CUSEX (0.73). CUSEX was incepted earlier than VTSAX: CUSEX (14 years) vs VTSAX (25 years). CUSEX (0.43) is less costly to investors than VTSAX (0.04). CUSEX is a more actively managed with annual turnover of: 26.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than CUSEX: VTSAX (3000) vs CUSEX (25000). VTSAX annual gain was more profitable for investors over the last year : 18.04 vs. CUSEX (10.85). VTSAX return over 5 years is better than : 84.96 vs. CUSEX (48.05).
| CUSEX | VTSAX | CUSEX / VTSAX | |
| Total Expense Ratio | 0.43 | 0.04 | 1,075% |
| Annual Report Gross Expense Ratio | 0.43 | 0.04 | 1,075% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 12.768 | 10.346 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 394M | 1.95T | 0% |
| Annual Yield % from dividends | 0.73 | 1.16 | 63% |
| Returns for 1 year | 10.85 | 18.04 | 60% |
| Returns for 3 years | 40.57 | 63.66 | 64% |
| Returns for 5 years | 48.05 | 84.96 | 57% |
| Returns for 10 years | 112.88 | 224.91 | 50% |
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