IIIAX
Price
$15.06
Change
-$0.15 (-0.99%)
Updated
Sep 10 closing price
Net Assets
703.05M
VFWPX
Price
$177.71
Change
+$1.44 (+0.82%)
Updated
Sep 11 closing price
Net Assets
98.64B
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IIIAX vs VFWPX

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

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FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 98.6B vs. IIIAX (703M). VFWPX (2.49) and IIIAX (2.44) have matching dividends . IIIAX was incepted earlier than VFWPX: IIIAX (19 years) vs VFWPX (16 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 : 19.75 vs. IIIAX (16.32). IIIAX return over 5 years is better than : 46.23 vs. VFWPX (38.07).
IIIAXVFWPXIIIAX / VFWPX
Total Expense Ratio0.940.033,133%
Annual Report Gross Expense Ratio1.080.033,600%
Fund Existence19 years16 years-
Gain YTD11.29615.15575%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets703M98.6B1%
Annual Yield % from dividends2.442.4998%
Returns for 1 year16.3219.7583%
Returns for 3 years59.9661.8597%
Returns for 5 years46.2338.07121%
Returns for 10 years127.10104.72121%
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