Correlation
The correlation between VTUIX and CUSEX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
VTUIX vs. CUSEX
Compare and contrast key facts about Vontobel U.S. Equity Institutional Fund (VTUIX) and Capital Group U.S. Equity Fund (CUSEX).
VTUIX is managed by Vontobel. It was launched on Mar 27, 2018. CUSEX is managed by T. Rowe Price. It was launched on Apr 1, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTUIX or CUSEX.
Performance
VTUIX vs. CUSEX - Performance Comparison
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Key characteristics
Returns By Period
VTUIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
CUSEX
4.10%
6.44%
2.23%
15.22%
13.53%
13.19%
11.89%
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VTUIX vs. CUSEX - Expense Ratio Comparison
VTUIX has a 0.65% expense ratio, which is higher than CUSEX's 0.42% expense ratio.
Risk-Adjusted Performance
VTUIX vs. CUSEX — Risk-Adjusted Performance Rank
VTUIX
CUSEX
VTUIX vs. CUSEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vontobel U.S. Equity Institutional Fund (VTUIX) and Capital Group U.S. Equity Fund (CUSEX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
VTUIX vs. CUSEX - Dividend Comparison
VTUIX has not paid dividends to shareholders, while CUSEX's dividend yield for the trailing twelve months is around 9.07%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTUIX Vontobel U.S. Equity Institutional Fund | 0.62% | 0.62% | 0.53% | 0.36% | 0.36% | 0.29% | 0.65% | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% |
CUSEX Capital Group U.S. Equity Fund | 9.07% | 9.46% | 6.45% | 3.83% | 5.47% | 2.94% | 4.44% | 8.97% | 6.17% | 5.80% | 4.92% | 4.88% |
Drawdowns
VTUIX vs. CUSEX - Drawdown Comparison
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Volatility
VTUIX vs. CUSEX - Volatility Comparison
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