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SPUSX vs VTSMX
SPUSX vs VTSMX Comparison
Open Charts SPUSX vs VTSMX
Symmetry Panoramic US Equity I
Price$15.59
Change-$0.23 (-1.45%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$129.60
Change-$2.26 (-1.71%)
VolumeN/A
CapitalizationN/A
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SPUSX vs VTSMX Comparison Chart
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SPUSX vs. VTSMX commentary
Sep 08, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. SPUSX (440M). VTSMX pays higher dividends than SPUSX: VTSMX (1.26) vs SPUSX (1.20). SPUSX was incepted earlier than VTSMX: SPUSX (6 years) vs VTSMX (32 years). SPUSX is a more actively managed with annual turnover of: 35.00 vs. VTSMX (2.00). SPUSX has a lower initial minimum investment than VTSMX: SPUSX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 22.23 vs. SPUSX (21.07). VTSMX return over 5 years is better than : 79.35 vs. SPUSX (56.38).
| SPUSX | VTSMX | SPUSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 32 years | - |
| Gain YTD | 15.206 | 14.233 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 440M | 1.72T | 0% |
| Annual Yield % from dividends | 1.20 | 1.26 | 95% |
| Returns for 1 year | 21.07 | 22.23 | 95% |
| Returns for 3 years | 9.92 | 15.97 | 62% |
| Returns for 5 years | 56.38 | 79.35 | 71% |
| Returns for 10 years | N/A | 172.85 | - |
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