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CUSUX vs VTSMX
CUSUX vs VTSMX Comparison
Open Charts CUSUX vs VTSMX
Six Circles U.S. Unconstrained Equity
Price$20.78
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets32.7B
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
CUSUX vs VTSMX Comparison Chart in %
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CUSUX vs. VTSMX commentary
Dec 26, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. CUSUX (32.7B). CUSUX (1.04) and VTSMX (1.02) have matching dividends . CUSUX was incepted earlier than VTSMX: CUSUX (7 years) vs VTSMX (34 years). CUSUX (0.26) is less costly to investors than VTSMX (0.14). CUSUX is a more actively managed with annual turnover of: 38.08 vs. VTSMX (2.00). CUSUX has a lower initial minimum investment than VTSMX: CUSUX (0) vs VTSMX (3000). CUSUX annual gain was more profitable for investors over the last year : 16.41 vs. VTSMX (14.42). VTSMX return over 5 years is better than : 76.81 vs. CUSUX (64.14).
| CUSUX | VTSMX | CUSUX / VTSMX | |
| Total Expense Ratio | 0.05 | 0.14 | 36% |
| Annual Report Gross Expense Ratio | 0.26 | 0.14 | 186% |
| Fund Existence | 7 years | 34 years | - |
| Gain YTD | 19.357 | 17.377 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7B | 2.06T | 2% |
| Annual Yield % from dividends | 1.04 | 1.02 | 102% |
| Returns for 1 year | 16.41 | 14.42 | 114% |
| Returns for 3 years | 84.57 | 78.00 | 108% |
| Returns for 5 years | 64.14 | 76.81 | 84% |
| Returns for 10 years | N/A | 234.96 | - |
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