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IWEDX vs VVIAX
IWEDX vs VVIAX Comparison
Open Charts IWEDX vs VVIAX
Voya Large Cap Value W
Price$14.43
Change-$0.03 (-0.21%)
VolumeN/A
CapitalizationN/A
Vanguard Value Index Adm
Price$67.77
Change-$0.05 (-0.07%)
VolumeN/A
CapitalizationN/A
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IWEDX vs VVIAX Comparison Chart
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IWEDX vs. VVIAX commentary
Sep 21, 2024
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 IWEDX is a Sell and VVIAX is a Buy.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 183B vs. IWEDX (807M). VVIAX pays higher dividends than IWEDX: VVIAX (2.36) vs IWEDX (1.24). IWEDX was incepted earlier than VVIAX: IWEDX (15 years) vs VVIAX (24 years). IWEDX is a more actively managed with annual turnover of: 80.00 vs. VVIAX (10.00). IWEDX has a lower initial minimum investment than VVIAX: IWEDX (1000) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 24.02 vs. IWEDX (16.38). VVIAX return over 5 years is better than : 55.46 vs. IWEDX (20.32).
| IWEDX | VVIAX | IWEDX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 15.876 | 16.303 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 807M | 183B | 0% |
| Annual Yield % from dividends | 1.24 | 2.36 | 53% |
| Returns for 1 year | 16.38 | 24.02 | 68% |
| Returns for 3 years | 5.49 | 28.29 | 19% |
| Returns for 5 years | 20.32 | 55.46 | 37% |
| Returns for 10 years | 17.85 | 114.04 | 16% |