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CUSUX vs VFIAX
CUSUX vs VFIAX Comparison
Open Charts CUSUX vs VFIAX
Six Circles U.S. Unconstrained Equity
Price$18.11
Change-$0.05 (-0.28%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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CUSUX vs VFIAX Comparison Chart
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CUSUX vs. VFIAX commentary
Sep 21, 2024
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 StrongSell and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. CUSUX (25.9B). VFIAX pays higher dividends than CUSUX: VFIAX (1.32) vs CUSUX (1.07). CUSUX was incepted earlier than VFIAX: CUSUX (6 years) vs VFIAX (24 years). CUSUX is a more actively managed with annual turnover of: 48.77 vs. VFIAX (2.00). CUSUX has a lower initial minimum investment than VFIAX: CUSUX (0) vs VFIAX (3000). CUSUX annual gain was more profitable for investors over the last year : 30.67 vs. VFIAX (26.45). VFIAX return over 5 years is better than : 87.65 vs. CUSUX (82.47).
| CUSUX | VFIAX | CUSUX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 20.418 | 18.190 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9B | 1.24T | 2% |
| Annual Yield % from dividends | 1.07 | 1.32 | 81% |
| Returns for 1 year | 30.67 | 26.45 | 116% |
| Returns for 3 years | 11.80 | 26.76 | 44% |
| Returns for 5 years | 82.47 | 87.65 | 94% |
| Returns for 10 years | N/A | 182.25 | - |