IUCEX
Price
$33.06
Change
+$0.21 (+0.64%)
Updated
Jun 22 closing price
Net Assets
1.67B
VFWPX
Price
$177.48
Change
+$0.36 (+0.20%)
Updated
Jun 22 closing price
Net Assets
94.42B
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IUCEX vs VFWPX

IUCEX vs VFWPX Comparison Chart in %
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IUCEX vs. VFWPX commentary
Jun 24, 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 IUCEX is a StrongBuy and VFWPX is a Hold.

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FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 94.4B vs. IUCEX (1.67B). VFWPX pays higher dividends than IUCEX: VFWPX (2.62) vs IUCEX (1.62). IUCEX was incepted earlier than VFWPX: IUCEX (15 years) vs VFWPX (16 years). IUCEX (1.77) is less costly to investors than VFWPX (0.03). IUCEX is a more actively managed with annual turnover of: 55.00 vs. VFWPX (6.00). IUCEX has a lower initial minimum investment than VFWPX: IUCEX (1000) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 32.12 vs. IUCEX (25.01). VFWPX return over 5 years is better than : 39.86 vs. IUCEX (30.30).
IUCEXVFWPXIUCEX / VFWPX
Total Expense Ratio1.500.035,000%
Annual Report Gross Expense Ratio1.770.035,900%
Fund Existence15 years16 years-
Gain YTD13.94415.71189%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.67B94.4B2%
Annual Yield % from dividends1.622.6262%
Returns for 1 year25.0132.1278%
Returns for 3 years51.7263.0382%
Returns for 5 years30.3039.8676%
Returns for 10 years128.13120.92106%
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