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SPXUX vs VFINX
SPXUX vs VFINX Comparison
Open Charts SPXUX vs VFINX
WisdomTree 500 Digital N/A
Price$17.41
Change-$0.14 (-0.80%)
VolumeN/A
Net Assets15.78M
Vanguard 500 Index Investor
Price$611.17
Change-$3.07 (-0.50%)
VolumeN/A
Net Assets1.37T
SPXUX vs VFINX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. SPXUX (15.8M). VFINX pays higher dividends than SPXUX: VFINX (1.07) vs SPXUX (0.93). SPXUX was incepted earlier than VFINX: SPXUX (3 years) vs VFINX (49 years). VFINX (0.14) is less costly to investors than SPXUX (0.05). SPXUX is a more actively managed with annual turnover of: 3.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SPXUX: VFINX (0) vs SPXUX (25). SPXUX annual gain was more profitable for investors over the last year : 19.33 vs. VFINX (16.05).
| SPXUX | VFINX | SPXUX / VFINX | |
| Total Expense Ratio | 0.05 | 0.14 | 36% |
| Annual Report Gross Expense Ratio | 0.05 | 0.14 | 36% |
| Fund Existence | 3 years | 49 years | - |
| Gain YTD | 14.712 | 13.176 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8M | 1.37T | 0% |
| Annual Yield % from dividends | 0.93 | 1.07 | 87% |
| 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 | 254.34 | - |
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