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CUSUX vs VTSAX
CUSUX vs VTSAX Comparison
Open Charts CUSUX vs VTSAX
Six Circles U.S. Unconstrained Equity
Price$19.97
Change-$0.16 (-0.79%)
VolumeN/A
Net Assets31.74B
Vanguard Total Stock Mkt Idx Adm
Price$157.80
Change-$1.10 (-0.69%)
VolumeN/A
Net Assets2.05T
CUSUX vs VTSAX Comparison Chart in %
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CUSUX vs. VTSAX commentary
Nov 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. CUSUX (31.7B). VTSAX pays higher dividends than CUSUX: VTSAX (1.11) vs CUSUX (1.04). CUSUX was incepted earlier than VTSAX: CUSUX (7 years) vs VTSAX (25 years). CUSUX (0.26) is less costly to investors than VTSAX (0.04). CUSUX is a more actively managed with annual turnover of: 38.08 vs. VTSAX (2.00). CUSUX has a lower initial minimum investment than VTSAX: CUSUX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 12.10 vs. CUSUX (8.35). VTSAX return over 5 years is better than : 77.92 vs. CUSUX (57.52).
| CUSUX | VTSAX | CUSUX / VTSAX | |
| Total Expense Ratio | 0.05 | 0.04 | 125% |
| Annual Report Gross Expense Ratio | 0.26 | 0.04 | 650% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 14.704 | 12.746 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.7B | 2.05T | 2% |
| Annual Yield % from dividends | 1.04 | 1.11 | 94% |
| Returns for 1 year | 8.35 | 12.10 | 69% |
| Returns for 3 years | 71.04 | 65.02 | 109% |
| Returns for 5 years | 57.52 | 77.92 | 74% |
| Returns for 10 years | N/A | 216.64 | - |