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PRIMX vs VWLTX
PRIMX vs VWLTX Comparison
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PRIMX vs VWLTX Comparison Chart in %
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PRIMX vs. VWLTX commentary
Aug 04, 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 PRIMX is a Hold and VWLTX is a Hold.
FUNDAMENTALS
Fundamentals
VWLTX has more cash in the bank: 19.4B vs. PRIMX (2.52B). PRIMX (3.90) and VWLTX (3.78) have matching dividends . PRIMX was incepted earlier than VWLTX: PRIMX (7 years) vs VWLTX (49 years). PRIMX (0.35) is less costly to investors than VWLTX (0.17). VWLTX is a more actively managed with annual turnover of: 35.00 vs. PRIMX (30.10). VWLTX has a lower initial minimum investment than PRIMX: VWLTX (3000) vs PRIMX (500000). PRIMX annual gain was more profitable for investors over the last year : 6.64 vs. VWLTX (2.20). PRIMX return over 5 years is better than : 3.01 vs. VWLTX (-13.30).
| PRIMX | VWLTX | PRIMX / VWLTX | |
| Total Expense Ratio | 0.35 | 0.17 | 206% |
| Annual Report Gross Expense Ratio | 0.35 | 0.17 | 206% |
| Fund Existence | 7 years | 49 years | - |
| Gain YTD | 1.366 | -1.476 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 3000 | 16,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.52B | 19.4B | 13% |
| Annual Yield % from dividends | 3.90 | 3.78 | 103% |
| Returns for 1 year | 6.64 | 2.20 | 302% |
| Returns for 3 years | 12.78 | 0.75 | 1,693% |
| Returns for 5 years | 3.01 | -13.30 | -23% |
| Returns for 10 years | N/A | -11.08 | - |
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