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BROIX vs VFWPX
BROIX vs VFWPX Comparison
Open Charts BROIX vs VFWPX
BROIX vs VFWPX Comparison Chart in %
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BROIX vs. VFWPX commentary
Aug 03, 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 BROIX is a Buy and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.6B vs. BROIX (8.91B). BROIX pays higher dividends than VFWPX: BROIX (2.84) vs VFWPX (2.56). BROIX was incepted earlier than VFWPX: BROIX (21 years) vs VFWPX (16 years). BROIX (0.63) is less costly to investors than VFWPX (0.03). BROIX is a more actively managed with annual turnover of: 113.00 vs. VFWPX (6.00). BROIX has a lower initial minimum investment than VFWPX: BROIX (2000000) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 25.98 vs. BROIX (20.64). BROIX return over 5 years is better than : 53.34 vs. VFWPX (38.69).
| BROIX | VFWPX | BROIX / VFWPX | |
| Total Expense Ratio | 0.50 | 0.03 | 1,667% |
| Annual Report Gross Expense Ratio | 0.63 | 0.03 | 2,100% |
| Fund Existence | 21 years | 16 years | - |
| Gain YTD | 10.731 | 13.189 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.91B | 94.6B | 9% |
| Annual Yield % from dividends | 2.84 | 2.56 | 111% |
| Returns for 1 year | 20.64 | 25.98 | 79% |
| Returns for 3 years | 54.48 | 52.56 | 104% |
| Returns for 5 years | 53.34 | 38.69 | 138% |
| Returns for 10 years | 126.47 | 101.66 | 124% |
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