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CUSUX vs VTSAX
CUSUX vs VTSAX Comparison
Open Charts CUSUX vs VTSAX
Six Circles U.S. Unconstrained Equity
Price$17.83
Change-$0.21 (-1.16%)
VolumeN/A
Net Assets26.84B
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
CUSUX vs VTSAX Comparison Chart
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CUSUX vs. VTSAX 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 CUSUX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. CUSUX (26.8B). VTSAX pays higher dividends than CUSUX: VTSAX (1.28) vs CUSUX (1.22). 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 : 10.07 vs. CUSUX (5.76). VTSAX return over 5 years is better than : 91.40 vs. CUSUX (71.05).
| 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 | 2.412 | 1.365 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.8B | 1.82T | 1% |
| Annual Yield % from dividends | 1.22 | 1.28 | 95% |
| Returns for 1 year | 5.76 | 10.07 | 57% |
| Returns for 3 years | 59.56 | 57.61 | 103% |
| Returns for 5 years | 71.05 | 91.40 | 78% |
| Returns for 10 years | N/A | 179.53 | - |
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