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SPXUX vs VFIAX
SPXUX vs VFIAX Comparison
Open Charts SPXUX vs VFIAX
WisdomTree 500 Digital N/A
Price$17.41
Change-$0.14 (-0.80%)
VolumeN/A
Net Assets15.78M
Vanguard 500 Index Admiral
Price$611.20
Change-$3.07 (-0.50%)
VolumeN/A
Net Assets1.37T
SPXUX vs VFIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. SPXUX (15.8M). VFIAX pays higher dividends than SPXUX: VFIAX (1.16) vs SPXUX (0.93). SPXUX was incepted earlier than VFIAX: SPXUX (3 years) vs VFIAX (25 years). SPXUX (0.05) is less costly to investors than VFIAX (0.04). SPXUX is a more actively managed with annual turnover of: 3.00 vs. VFIAX (2.00). SPXUX has a lower initial minimum investment than VFIAX: SPXUX (25) vs VFIAX (3000). SPXUX annual gain was more profitable for investors over the last year : 19.33 vs. VFIAX (16.05).
| SPXUX | VFIAX | SPXUX / VFIAX | |
| Total Expense Ratio | 0.05 | 0.04 | 125% |
| Annual Report Gross Expense Ratio | 0.05 | 0.04 | 125% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 14.712 | 13.200 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25 | 3000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8M | 1.37T | 0% |
| Annual Yield % from dividends | 0.93 | 1.16 | 81% |
| Returns for 1 year | 19.33 | 16.05 | 120% |
| Returns for 3 years | N/A | 81.62 | - |
| Returns for 5 years | N/A | 101.26 | - |
| Returns for 10 years | N/A | 254.39 | - |
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