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IIIAX vs VFWPX
IIIAX vs VFWPX Comparison
Open Charts IIIAX vs VFWPX
IIIAX vs VFWPX Comparison Chart in %
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IIIAX 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 IIIAX is a Hold and VFWPX is a Buy.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 90.7B vs. IIIAX (695M). VFWPX (2.62) and IIIAX (2.53) have matching dividends . IIIAX was incepted earlier than VFWPX: IIIAX (18 years) vs VFWPX (15 years). IIIAX (1.08) is less costly to investors than VFWPX (0.03). VFWPX is a more actively managed with annual turnover of: 6.00 vs. IIIAX (4.00). IIIAX has a lower initial minimum investment than VFWPX: IIIAX (0) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 30.83 vs. IIIAX (19.55). IIIAX return over 5 years is better than : 44.88 vs. VFWPX (35.99).
| IIIAX | VFWPX | IIIAX / VFWPX | |
| Total Expense Ratio | 0.94 | 0.03 | 3,133% |
| Annual Report Gross Expense Ratio | 1.08 | 0.03 | 3,600% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 8.783 | 15.685 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 695M | 90.7B | 1% |
| Annual Yield % from dividends | 2.53 | 2.62 | 97% |
| Returns for 1 year | 19.55 | 30.83 | 63% |
| Returns for 3 years | 55.27 | 61.34 | 90% |
| Returns for 5 years | 44.88 | 35.99 | 125% |
| Returns for 10 years | 123.01 | 107.69 | 114% |
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