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IUERX vs VFWPX
IUERX vs VFWPX Comparison
Open Charts IUERX vs VFWPX
IUERX vs VFWPX Comparison Chart in %
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IUERX vs. VFWPX commentary
Sep 13, 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 IUERX is a StrongBuy and VFWPX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 98.6B vs. IUERX (1.5B). VFWPX pays higher dividends than IUERX: VFWPX (2.49) vs IUERX (1.85). IUERX was incepted earlier than VFWPX: IUERX (15 years) vs VFWPX (16 years). IUERX (1.50) is less costly to investors than VFWPX (0.03). IUERX is a more actively managed with annual turnover of: 55.00 vs. VFWPX (6.00). IUERX has a lower initial minimum investment than VFWPX: IUERX (0) vs VFWPX (100000000). VFWPX annual gain was more profitable for investors over the last year : 19.75 vs. IUERX (14.35). VFWPX return over 5 years is better than : 38.07 vs. IUERX (26.37).
| IUERX | VFWPX | IUERX / VFWPX | |
| Total Expense Ratio | 1.30 | 0.03 | 4,333% |
| Annual Report Gross Expense Ratio | 1.50 | 0.03 | 5,000% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 12.465 | 15.155 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 98.6B | 2% |
| Annual Yield % from dividends | 1.85 | 2.49 | 74% |
| Returns for 1 year | 14.35 | 19.75 | 73% |
| Returns for 3 years | 53.33 | 61.85 | 86% |
| Returns for 5 years | 26.37 | 38.07 | 69% |
| Returns for 10 years | 108.51 | 104.72 | 104% |
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