COSTX
Price
$12.31
Change
-$0.14 (-1.12%)
Updated
Jul 13 closing price
Net Assets
985.23M
VFWPX
Price
$170.91
Change
-$2.99 (-1.72%)
Updated
Jul 13 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
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 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 (985M). COSTX pays higher dividends than VFWPX: COSTX (7.07) vs VFWPX (2.54). 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 : 25.40 vs. COSTX (8.72). VFWPX return over 5 years is better than : 37.13 vs. COSTX (30.76).
COSTXVFWPXCOSTX / VFWPX
Total Expense Ratio0.840.032,800%
Annual Report Gross Expense Ratio0.960.033,200%
Fund Existence8 years16 years-
Gain YTD1.72113.60713%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets985M94.6B1%
Annual Yield % from dividends7.072.54278%
Returns for 1 year8.7225.4034%
Returns for 3 years46.5953.5887%
Returns for 5 years30.7637.1383%
Returns for 10 yearsN/A104.02-
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