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NWABX vs VFINX
NWABX vs VFINX Comparison
Open Charts NWABX vs VFINX
Vanguard 500 Index Investor
Price$523.06
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
NWABX vs VFINX Comparison Chart
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NWABX vs. VFINX commentary
May 09, 2025
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 NWABX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. NWABX (1.62B). VFINX pays higher dividends than NWABX: VFINX (1.25) vs NWABX (0.51). NWABX was incepted earlier than VFINX: NWABX (7 years) vs VFINX (49 years). NWABX (0.59) is less costly to investors than VFINX (0.14). NWABX is a more actively managed with annual turnover of: 83.61 vs. VFINX (2.00). VFINX has a lower initial minimum investment than NWABX: VFINX (0) vs NWABX (1000000). VFINX annual gain was more profitable for investors over the last year : 8.59 vs. NWABX (-3.80). VFINX return over 5 years is better than : 92.15 vs. NWABX (40.91).
| NWABX | VFINX | NWABX / VFINX | |
| Total Expense Ratio | 0.55 | 0.14 | 393% |
| Annual Report Gross Expense Ratio | 0.59 | 0.14 | 421% |
| Fund Existence | 7 years | 49 years | - |
| Gain YTD | -3.741 | -4.186 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 1.34T | 0% |
| Annual Yield % from dividends | 0.51 | 1.25 | 41% |
| Returns for 1 year | -3.80 | 8.59 | -44% |
| Returns for 3 years | 17.61 | 41.15 | 43% |
| Returns for 5 years | 40.91 | 92.15 | 44% |
| Returns for 10 years | N/A | 167.70 | - |
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