CUSUX
Price
$18.82
Change
+$0.15 (+0.80%)
Updated
Jul 3 closing price
Net Assets
28.38B
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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CUSUX vs VTSMX

Header iconCUSUX vs VTSMX Comparison
Open Charts CUSUX vs VTSMXBanner chart's image
Six Circles U.S. Unconstrained Equity
Price$18.82
Change+$0.15 (+0.80%)
VolumeN/A
Net Assets28.38B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
CUSUX vs VTSMX Comparison Chart in %
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CUSUX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CUSUX (28.4B). CUSUX (1.15) and VTSMX (1.12) have matching dividends . CUSUX was incepted earlier than VTSMX: CUSUX (7 years) vs VTSMX (33 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 : 13.89 vs. CUSUX (9.70). VTSMX return over 5 years is better than : 95.59 vs. CUSUX (74.87).
CUSUXVTSMXCUSUX / VTSMX
Total Expense Ratio0.050.1436%
Annual Report Gross Expense Ratio0.260.14186%
Fund Existence7 years33 years-
Gain YTD8.0996.421126%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets28.4B1.82T2%
Annual Yield % from dividends1.151.12103%
Returns for 1 year9.7013.8970%
Returns for 3 years61.1962.0899%
Returns for 5 years74.8795.5978%
Returns for 10 yearsN/A198.05-
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