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CUSUX vs VTSAX
CUSUX vs VTSAX Comparison
Open Charts CUSUX vs VTSAX
Six Circles U.S. Unconstrained Equity
Price$18.82
Change+$0.15 (+0.80%)
VolumeN/A
Net Assets28.38B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CUSUX vs VTSAX Comparison Chart in %
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CUSUX vs. VTSAX commentary
Jul 07, 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 CUSUX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. CUSUX (28.4B). VTSAX pays higher dividends than CUSUX: VTSAX (1.21) vs CUSUX (1.15). CUSUX was incepted earlier than VTSAX: CUSUX (7 years) vs VTSAX (25 years). CUSUX (0.26) is less costly to investors than VTSAX (0.04). CUSUX is a more actively managed with annual turnover of: 38.08 vs. VTSAX (2.00). CUSUX has a lower initial minimum investment than VTSAX: CUSUX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. CUSUX (9.70). VTSAX return over 5 years is better than : 95.62 vs. CUSUX (74.87).
| CUSUX | VTSAX | CUSUX / VTSAX | |
| Total Expense Ratio | 0.05 | 0.04 | 125% |
| Annual Report Gross Expense Ratio | 0.26 | 0.04 | 650% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 8.099 | 6.416 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 1.82T | 2% |
| Annual Yield % from dividends | 1.15 | 1.21 | 95% |
| Returns for 1 year | 9.70 | 13.89 | 70% |
| Returns for 3 years | 61.19 | 62.12 | 99% |
| Returns for 5 years | 74.87 | 95.62 | 78% |
| Returns for 10 years | N/A | 198.69 | - |
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