COSTX
Price
$12.97
Change
+$0.11 (+0.86%)
Updated
Sep 11 closing price
Net Assets
1.02B
VFWPX
Price
$177.71
Change
+$1.44 (+0.82%)
Updated
Sep 11 closing price
Net Assets
98.64B
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COSTX vs VFWPX

COSTX vs VFWPX Comparison Chart in %
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COSTX vs. VFWPX commentary
Sep 12, 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: 98.6B vs. COSTX (1.02B). COSTX pays higher dividends than VFWPX: COSTX (6.72) vs VFWPX (2.49). COSTX was incepted earlier than VFWPX: COSTX (9 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 : 19.75 vs. COSTX (5.04). VFWPX return over 5 years is better than : 38.07 vs. COSTX (30.61).
COSTXVFWPXCOSTX / VFWPX
Total Expense Ratio0.840.032,800%
Annual Report Gross Expense Ratio0.960.033,200%
Fund Existence9 years16 years-
Gain YTD5.07115.15533%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B98.6B1%
Annual Yield % from dividends6.722.49270%
Returns for 1 year5.0419.7526%
Returns for 3 years52.5161.8585%
Returns for 5 years30.6138.0780%
Returns for 10 yearsN/A104.72-
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