SPUSX
Price
$15.37
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
VFIAX
Price
$483.86
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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Analysis and predictions SPUSX vs VFIAX

Header iconSPUSX vs VFIAX Comparison
Open Charts SPUSX vs VFIAXBanner chart's image
Symmetry Panoramic US Equity I
Price$15.37
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$483.86
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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SPUSX vs VFIAX Comparison Chart

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VS
SPUSX vs. VFIAX commentary
Apr 16, 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 Hold and VFIAX is a Buy.

FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.07T vs. SPUSX (504M). VFIAX pays higher dividends than SPUSX: VFIAX (1.32) vs SPUSX (1.20). SPUSX was incepted earlier than VFIAX: SPUSX (5 years) vs VFIAX (23 years). SPUSX (0.81) is less costly to investors than VFIAX (0.04). 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 : 27.70 vs. SPUSX (24.23). VFIAX return over 5 years is better than : 82.67 vs. SPUSX (55.56).
SPUSXVFIAXSPUSX / VFIAX
Total Expense Ratio0.620.041,550%
Annual Report Gross Expense Ratio0.810.042,025%
Fund Existence5 years23 years-
Gain YTD11.2969.983113%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets504M1.07T0%
Annual Yield % from dividends1.201.3290%
Returns for 1 year24.2327.7087%
Returns for 3 years17.5030.5157%
Returns for 5 years55.5682.6767%
Returns for 10 yearsN/A185.83-
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