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SPUSX vs VFIAX
SPUSX vs VFIAX Comparison
Open Charts SPUSX vs VFIAX
Symmetry Panoramic US Equity I
Price$16.90
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$539.32
Change-$0.09 (-0.02%)
VolumeN/A
CapitalizationN/A
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SPUSX vs VFIAX Comparison Chart
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SPUSX vs. VFIAX commentary
Oct 18, 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 SPUSX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. SPUSX (455M). VFIAX pays higher dividends than SPUSX: VFIAX (1.32) vs SPUSX (1.20). SPUSX was incepted earlier than VFIAX: SPUSX (6 years) vs VFIAX (24 years). SPUSX is a more actively managed with annual turnover of: 35.00 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 : 33.69 vs. SPUSX (30.25). VFIAX return over 5 years is better than : 95.76 vs. SPUSX (63.62).
| SPUSX | VFIAX | SPUSX / 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 | 21.434 | 22.645 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 455M | 1.28T | 0% |
| Annual Yield % from dividends | 1.20 | 1.32 | 90% |
| Returns for 1 year | 30.25 | 33.69 | 90% |
| Returns for 3 years | 16.80 | 30.72 | 55% |
| Returns for 5 years | 63.62 | 95.76 | 66% |
| Returns for 10 years | N/A | 211.70 | - |
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