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SUWAX vs VFIAX
SUWAX vs VFIAX Comparison
Open Charts SUWAX vs VFIAX
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
SUWAX vs VFIAX Comparison Chart
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SUWAX vs. VFIAX commentary
May 12, 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 SUWAX is a StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. SUWAX (4.1B). VFIAX pays higher dividends than SUWAX: VFIAX (1.36) vs SUWAX (0.52). SUWAX was incepted earlier than VFIAX: SUWAX (26 years) vs VFIAX (25 years). SUWAX (0.82) is less costly to investors than VFIAX (0.04). SUWAX is a more actively managed with annual turnover of: 18.00 vs. VFIAX (2.00). SUWAX has a lower initial minimum investment than VFIAX: SUWAX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.59 vs. SUWAX (-4.41). VFIAX return over 5 years is better than : 93.15 vs. SUWAX (32.03).
| SUWAX | VFIAX | SUWAX / VFIAX | |
| Total Expense Ratio | 0.82 | 0.04 | 2,050% |
| Annual Report Gross Expense Ratio | 0.82 | 0.04 | 2,050% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | -5.113 | -3.675 | 139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.1B | 1.34T | 0% |
| Annual Yield % from dividends | 0.52 | 1.36 | 38% |
| Returns for 1 year | -4.41 | 8.59 | -51% |
| Returns for 3 years | 14.46 | 41.54 | 35% |
| Returns for 5 years | 32.03 | 93.15 | 34% |
| Returns for 10 years | 36.06 | 169.85 | 21% |
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