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SPUSX vs VFIAX
SPUSX vs VFIAX Comparison
Open Charts SPUSX vs VFIAX
Symmetry Panoramic US Equity I
Price$15.94
Change+$0.08 (+0.50%)
VolumeN/A
Net Assets409.48M
Vanguard 500 Index Admiral
Price$613.46
Change-$0.95 (-0.15%)
VolumeN/A
Net Assets1.41T
SPUSX vs VFIAX Comparison Chart in %
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SPUSX vs. VFIAX 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 SPUSX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SPUSX (409M). VFIAX pays higher dividends than SPUSX: VFIAX (1.14) vs SPUSX (0.69). SPUSX was incepted earlier than VFIAX: SPUSX (7 years) vs VFIAX (25 years). SPUSX (0.86) is less costly to investors than VFIAX (0.04). SPUSX is a more actively managed with annual turnover of: 33.00 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 : 13.63 vs. SPUSX (-5.17). VFIAX return over 5 years is better than : 91.29 vs. SPUSX (48.62).
| SPUSX | VFIAX | SPUSX / VFIAX | |
| Total Expense Ratio | 0.62 | 0.04 | 1,550% |
| Annual Report Gross Expense Ratio | 0.86 | 0.04 | 2,150% |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 10.446 | 13.241 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 409M | 1.41T | 0% |
| Annual Yield % from dividends | 0.69 | 1.14 | 60% |
| Returns for 1 year | -5.17 | 13.63 | -38% |
| Returns for 3 years | 40.30 | 85.96 | 47% |
| Returns for 5 years | 48.62 | 91.29 | 53% |
| Returns for 10 years | N/A | 227.83 | - |
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