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CUSUX vs VTSMX
CUSUX vs VTSMX Comparison
Open Charts CUSUX vs VTSMX
Six Circles U.S. Unconstrained Equity
Price$19.96
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets30.54B
Vanguard Total Stock Mkt Idx I
Price$159.09
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets2.02T
CUSUX vs VTSMX Comparison Chart in %
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CUSUX vs. VTSMX commentary
Oct 15, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. CUSUX (30.5B). CUSUX (1.07) and VTSMX (1.04) 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 : 13.52 vs. CUSUX (7.97). VTSMX return over 5 years is better than : 84.61 vs. CUSUX (64.86).
| 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 | 14.360 | 12.920 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5B | 2.02T | 2% |
| Annual Yield % from dividends | 1.07 | 1.04 | 103% |
| Returns for 1 year | 7.97 | 13.52 | 59% |
| Returns for 3 years | 84.38 | 82.87 | 102% |
| Returns for 5 years | 64.86 | 84.61 | 77% |
| Returns for 10 years | N/A | 224.52 | - |
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