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CUSEX vs VTSMX
CUSEX vs VTSMX Comparison
Open Charts CUSEX vs VTSMX
Capital Group US Equity
Price$35.82
Change-$0.45 (-1.24%)
VolumeN/A
Net Assets371.76M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
CUSEX vs VTSMX Comparison Chart
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CUSEX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CUSEX (372M). VTSMX pays higher dividends than CUSEX: VTSMX (1.18) vs CUSEX (0.80). CUSEX was incepted earlier than VTSMX: CUSEX (14 years) vs VTSMX (33 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 : 10.06 vs. CUSEX (4.57). VTSMX return over 5 years is better than : 91.36 vs. CUSEX (49.24).
| CUSEX | VTSMX | CUSEX / VTSMX | |
| Total Expense Ratio | 0.43 | 0.14 | 307% |
| Annual Report Gross Expense Ratio | 0.43 | 0.14 | 307% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 4.950 | 1.349 | 367% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25000 | 3000 | 833% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 372M | 1.82T | 0% |
| Annual Yield % from dividends | 0.80 | 1.18 | 68% |
| Returns for 1 year | 4.57 | 10.06 | 45% |
| Returns for 3 years | 36.68 | 57.59 | 64% |
| Returns for 5 years | 49.24 | 91.36 | 54% |
| Returns for 10 years | 85.42 | 178.92 | 48% |
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