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CUSUX vs VTSMX
CUSUX vs VTSMX Comparison
Open Charts CUSUX vs VTSMX
Six Circles U.S. Unconstrained Equity
Price$17.83
Change-$0.21 (-1.16%)
VolumeN/A
Net Assets26.84B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
CUSUX vs VTSMX Comparison Chart
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CUSUX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. CUSUX (26.8B). CUSUX (1.22) and VTSMX (1.18) 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 : 10.06 vs. CUSUX (5.76). VTSMX return over 5 years is better than : 91.36 vs. CUSUX (71.05).
| 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 | 33 years | - |
| Gain YTD | 2.412 | 1.349 | 179% |
| 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 | 1.18 | 103% |
| Returns for 1 year | 5.76 | 10.06 | 57% |
| Returns for 3 years | 59.56 | 57.59 | 103% |
| Returns for 5 years | 71.05 | 91.36 | 78% |
| Returns for 10 years | N/A | 178.92 | - |
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