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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
Jun 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 BROIX is a Buy and VFWPX is a Buy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 90.7B vs. BROIX (8.66B). VFWPX pays higher dividends than BROIX: VFWPX (2.62) vs BROIX (2.42). BROIX was incepted earlier than VFWPX: BROIX (20 years) vs VFWPX (15 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 : 29.36 vs. BROIX (16.81). BROIX return over 5 years is better than : 47.29 vs. VFWPX (36.28).
| 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 | 15 years | - |
| Gain YTD | 10.418 | 14.929 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.66B | 90.7B | 10% |
| Annual Yield % from dividends | 2.42 | 2.62 | 93% |
| Returns for 1 year | 16.81 | 29.36 | 57% |
| Returns for 3 years | 60.25 | 60.29 | 100% |
| Returns for 5 years | 47.29 | 36.28 | 130% |
| Returns for 10 years | 129.91 | 106.34 | 122% |
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