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SUWAX vs VFIAX
SUWAX vs VFIAX Comparison
Open Charts SUWAX vs VFIAX
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
SUWAX vs VFIAX Comparison Chart
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SUWAX vs. VFIAX commentary
Feb 23, 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 Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SUWAX (4.5B). VFIAX pays higher dividends than SUWAX: VFIAX (1.32) vs SUWAX (0.58). SUWAX was incepted earlier than VFIAX: SUWAX (26 years) vs VFIAX (24 years). SUWAX is a more actively managed with annual turnover of: 33.00 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 : 18.28 vs. SUWAX (5.42). VFIAX return over 5 years is better than : 80.17 vs. SUWAX (21.65).
| SUWAX | VFIAX | SUWAX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 24 years | - |
| Gain YTD | 1.725 | 2.414 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.5B | 1.41T | 0% |
| Annual Yield % from dividends | 0.58 | 1.32 | 44% |
| Returns for 1 year | 5.42 | 18.28 | 30% |
| Returns for 3 years | 14.76 | 39.78 | 37% |
| Returns for 5 years | 21.65 | 80.17 | 27% |
| Returns for 10 years | 47.06 | 184.37 | 26% |
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