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SUWAX vs VFIAX
SUWAX vs VFIAX Comparison
Open Charts SUWAX vs VFIAX
Vanguard 500 Index Admiral
Price$459.80
Change-$7.34 (-1.57%)
VolumeN/A
Net Assets1.32T
SUWAX vs VFIAX Comparison Chart
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SUWAX vs. VFIAX commentary
Apr 10, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. SUWAX (3.71B). VFIAX pays higher dividends than SUWAX: VFIAX (1.35) vs SUWAX (0.52). SUWAX was incepted earlier than VFIAX: SUWAX (26 years) vs VFIAX (24 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 : -2.66 vs. SUWAX (-14.41). VFIAX return over 5 years is better than : 81.49 vs. SUWAX (24.66).
| 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 | 24 years | - |
| Gain YTD | -14.935 | -13.920 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 1.32T | 0% |
| Annual Yield % from dividends | 0.52 | 1.35 | 38% |
| Returns for 1 year | -14.41 | -2.66 | 543% |
| Returns for 3 years | -8.11 | 12.85 | -63% |
| Returns for 5 years | 24.66 | 81.49 | 30% |
| Returns for 10 years | 22.07 | 141.17 | 16% |