COSTX
Price
$12.56
Change
-$0.09 (-0.71%)
Updated
Jul 31 closing price
Net Assets
999.4M
VFWPX
Price
$173.26
Change
+$0.15 (+0.09%)
Updated
Jul 31 closing price
Net Assets
94.56B
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COSTX vs VFWPX

COSTX vs VFWPX Comparison Chart in %
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COSTX 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 COSTX is a Buy and VFWPX is a Hold.

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FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.6B vs. COSTX (999M). COSTX pays higher dividends than VFWPX: COSTX (6.93) vs VFWPX (2.56). COSTX was incepted earlier than VFWPX: COSTX (8 years) vs VFWPX (16 years). COSTX (0.96) is less costly to investors than VFWPX (0.03). COSTX is a more actively managed with annual turnover of: 57.00 vs. VFWPX (6.00). COSTX has a lower initial minimum investment than VFWPX: COSTX (0) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 25.98 vs. COSTX (10.94). VFWPX return over 5 years is better than : 38.69 vs. COSTX (32.26).
COSTXVFWPXCOSTX / VFWPX
Total Expense Ratio0.840.032,800%
Annual Report Gross Expense Ratio0.960.033,200%
Fund Existence8 years16 years-
Gain YTD2.62013.18920%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets999M94.6B1%
Annual Yield % from dividends6.932.56271%
Returns for 1 year10.9425.9842%
Returns for 3 years47.4352.5690%
Returns for 5 years32.2638.6983%
Returns for 10 yearsN/A101.66-
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