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AWEIX vs VFINX
AWEIX vs VFINX Comparison
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AWEIX vs VFINX Comparison Chart in %
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AWEIX vs. VFINX commentary
Aug 04, 2026
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 AWEIX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.67T vs. AWEIX (1.34B). VFINX pays higher dividends than AWEIX: VFINX (0.97) vs AWEIX (0.39). AWEIX was incepted earlier than VFINX: AWEIX (21 years) vs VFINX (50 years). AWEIX (0.71) is less costly to investors than VFINX (0.14). AWEIX is a more actively managed with annual turnover of: 19.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than AWEIX: VFINX (0) vs AWEIX (250000). VFINX annual gain was more profitable for investors over the last year : 20.10 vs. AWEIX (-4.11). VFINX return over 5 years is better than : 70.29 vs. AWEIX (5.36).
| AWEIX | VFINX | AWEIX / VFINX | |
| Total Expense Ratio | 0.71 | 0.14 | 507% |
| Annual Report Gross Expense Ratio | 0.71 | 0.14 | 507% |
| Fund Existence | 21 years | 50 years | - |
| Gain YTD | 4.033 | 9.459 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 1.67T | 0% |
| Annual Yield % from dividends | 0.39 | 0.97 | 40% |
| Returns for 1 year | -4.11 | 20.10 | -20% |
| Returns for 3 years | 16.60 | 67.45 | 25% |
| Returns for 5 years | 5.36 | 70.29 | 8% |
| Returns for 10 years | 114.03 | 243.41 | 47% |
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