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CUSEX vs VTSAX
CUSEX vs VTSAX Comparison
Open Charts CUSEX vs VTSAX
Capital Group US Equity
Price$38.12
Change+$0.18 (+0.47%)
VolumeN/A
Net Assets392.68M
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
CUSEX vs VTSAX Comparison Chart in %
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CUSEX vs. VTSAX commentary
Jul 28, 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: 1.91T vs. CUSEX (393M). VTSAX pays higher dividends than CUSEX: VTSAX (1.21) vs CUSEX (0.75). 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 : 17.75 vs. CUSEX (12.46). VTSAX return over 5 years is better than : 93.55 vs. CUSEX (51.51).
| 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 | 11.917 | 8.289 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 1.91T | 0% |
| Annual Yield % from dividends | 0.75 | 1.21 | 62% |
| Returns for 1 year | 12.46 | 17.75 | 70% |
| Returns for 3 years | 39.31 | 60.63 | 65% |
| Returns for 5 years | 51.51 | 93.55 | 55% |
| Returns for 10 years | 101.36 | 201.64 | 50% |
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