CUSEX
Price
$37.46
Change
-$0.26 (-0.69%)
Updated
Jan 14 closing price
Net Assets
397M
VTSMX
Price
$165.91
Change
-$0.74 (-0.44%)
Updated
Jan 14 closing price
Net Assets
2.06T
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CUSEX vs VTSMX

Header iconCUSEX vs VTSMX Comparison
Open Charts CUSEX vs VTSMXBanner chart's image
Capital Group US Equity
Price$37.46
Change-$0.26 (-0.69%)
VolumeN/A
Net Assets397M
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
CUSEX vs VTSMX Comparison Chart in %
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CUSEX vs. VTSMX commentary
Jan 15, 2026

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 VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. CUSEX (397M). VTSMX pays higher dividends than CUSEX: VTSMX (1.02) vs CUSEX (0.71). CUSEX was incepted earlier than VTSMX: CUSEX (15 years) vs VTSMX (34 years). CUSEX (0.43) is less costly to investors than VTSMX (0.14). CUSEX is a more actively managed with annual turnover of: 26.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than CUSEX: VTSMX (3000) vs CUSEX (25000). VTSMX annual gain was more profitable for investors over the last year : 18.29 vs. CUSEX (9.84). VTSMX return over 5 years is better than : 73.62 vs. CUSEX (38.67).
CUSEXVTSMXCUSEX / VTSMX
Total Expense Ratio0.430.14307%
Annual Report Gross Expense Ratio0.430.14307%
Fund Existence15 years34 years-
Gain YTD1.2431.67974%
Front LoadN/AN/A-
Min. Initial Investment250003000833%
Min. Initial Investment IRAN/AN/A-
Net Assets397M2.06T0%
Annual Yield % from dividends0.711.0270%
Returns for 1 year9.8418.2954%
Returns for 3 years35.0070.8949%
Returns for 5 years38.6773.6253%
Returns for 10 years127.69270.3447%
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