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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
Jul 14, 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 Hold and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.6B vs. BROIX (8.83B). VFWPX pays higher dividends than BROIX: VFWPX (2.54) vs BROIX (2.41). BROIX was incepted earlier than VFWPX: BROIX (20 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 : 25.40 vs. BROIX (17.58). BROIX return over 5 years is better than : 49.76 vs. VFWPX (37.13).
| 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 | 20 years | 16 years | - |
| Gain YTD | 11.595 | 13.607 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.83B | 94.6B | 9% |
| Annual Yield % from dividends | 2.41 | 2.54 | 95% |
| Returns for 1 year | 17.58 | 25.40 | 69% |
| Returns for 3 years | 55.09 | 53.58 | 103% |
| Returns for 5 years | 49.76 | 37.13 | 134% |
| Returns for 10 years | 128.73 | 104.02 | 124% |
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