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SPUSX vs VFIAX
SPUSX vs VFIAX Comparison
Open Charts SPUSX vs VFIAX
Symmetry Panoramic US Equity I
Price$15.25
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets412.35M
Vanguard 500 Index Admiral
Price$578.67
Change+$0.81 (+0.14%)
VolumeN/A
Net Assets1.49T
SPUSX vs VFIAX Comparison Chart in %
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SPUSX vs. VFIAX commentary
Jul 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. SPUSX (412M). VFIAX pays higher dividends than SPUSX: VFIAX (1.21) vs SPUSX (0.73). 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 : 11.55 vs. SPUSX (-3.57). VFIAX return over 5 years is better than : 94.18 vs. SPUSX (54.82).
| 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 | 5.850 | 6.491 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 412M | 1.49T | 0% |
| Annual Yield % from dividends | 0.73 | 1.21 | 60% |
| Returns for 1 year | -3.57 | 11.55 | -31% |
| Returns for 3 years | 29.05 | 62.17 | 47% |
| Returns for 5 years | 54.82 | 94.18 | 58% |
| Returns for 10 years | N/A | 194.72 | - |
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