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SPUSX vs VFIAX
SPUSX vs VFIAX Comparison
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SPUSX vs VFIAX Comparison Chart in %
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SPUSX vs. VFIAX commentary
Jun 13, 2026
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 SPUSX is a Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.7T vs. SPUSX (443M). VFIAX pays higher dividends than SPUSX: VFIAX (1.02) vs SPUSX (0.67). SPUSX was incepted earlier than VFIAX: SPUSX (8 years) vs VFIAX (26 years). SPUSX (0.84) is less costly to investors than VFIAX (0.04). SPUSX is a more actively managed with annual turnover of: 18.00 vs. VFIAX (2.00). SPUSX has a lower initial minimum investment than VFIAX: SPUSX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 22.36 vs. SPUSX (17.23). VFIAX return over 5 years is better than : 74.25 vs. SPUSX (25.46).
| SPUSX | VFIAX | SPUSX / VFIAX | |
| Total Expense Ratio | 0.65 | 0.04 | 1,625% |
| Annual Report Gross Expense Ratio | 0.84 | 0.04 | 2,100% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 11.911 | 8.247 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 443M | 1.7T | 0% |
| Annual Yield % from dividends | 0.67 | 1.02 | 66% |
| Returns for 1 year | 17.23 | 22.36 | 77% |
| Returns for 3 years | 35.74 | 69.40 | 52% |
| Returns for 5 years | 25.46 | 74.25 | 34% |
| Returns for 10 years | N/A | 256.29 | - |
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