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CUSUX vs VTSMX
CUSUX vs VTSMX Comparison
Open Charts CUSUX vs VTSMX
Six Circles U.S. Unconstrained Equity
Price$20.03
Change+$0.10 (+0.50%)
VolumeN/A
Net Assets31.13B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
CUSUX vs VTSMX Comparison Chart in %
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CUSUX vs. VTSMX commentary
Oct 20, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. CUSUX (31.1B). CUSUX (1.07) and VTSMX (1.04) 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). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. CUSUX (9.20). VTSMX return over 5 years is better than : 84.86 vs. CUSUX (65.60).
| 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 | 15.049 | 13.012 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.1B | 2.02T | 2% |
| Annual Yield % from dividends | 1.07 | 1.04 | 103% |
| Returns for 1 year | 9.20 | 13.79 | 67% |
| Returns for 3 years | 78.63 | 76.02 | 103% |
| Returns for 5 years | 65.60 | 84.86 | 77% |
| Returns for 10 years | N/A | 225.10 | - |
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