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CUSUX vs VTSMX
CUSUX vs VTSMX Comparison
Open Charts CUSUX vs VTSMX
Six Circles U.S. Unconstrained Equity
Price$19.37
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets29.3B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
CUSUX vs VTSMX Comparison Chart in %
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CUSUX vs. VTSMX commentary
Aug 17, 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: 1.91T vs. CUSUX (29.3B). CUSUX (1.13) and VTSMX (1.09) 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 : 16.21 vs. CUSUX (12.00). VTSMX return over 5 years is better than : 85.82 vs. CUSUX (67.01).
| 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 | 11.258 | 9.266 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.3B | 1.91T | 2% |
| Annual Yield % from dividends | 1.13 | 1.09 | 103% |
| Returns for 1 year | 12.00 | 16.21 | 74% |
| Returns for 3 years | 49.04 | 46.80 | 105% |
| Returns for 5 years | 67.01 | 85.82 | 78% |
| Returns for 10 years | N/A | 202.54 | - |
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