Interact to see
Advertisement
Advertisement
SUWAX vs VFIAX
SUWAX vs VFIAX Comparison
Open Charts SUWAX vs VFIAX
SUWAX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SUWAX vs. VFIAX commentary
Aug 23, 2026
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 Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.69T vs. SUWAX (5.05B). VFIAX pays higher dividends than SUWAX: VFIAX (1.06) vs SUWAX (0.36). SUWAX was incepted earlier than VFIAX: SUWAX (27 years) vs VFIAX (26 years). SUWAX (0.82) is less costly to investors than VFIAX (0.04). SUWAX is a more actively managed with annual turnover of: 27.00 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 : 20.50 vs. SUWAX (11.90). VFIAX return over 5 years is better than : 72.92 vs. SUWAX (16.84).
| 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 | 27 years | 26 years | - |
| Gain YTD | 13.840 | 12.253 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.05B | 1.69T | 0% |
| Annual Yield % from dividends | 0.36 | 1.06 | 34% |
| Returns for 1 year | 11.90 | 20.50 | 58% |
| Returns for 3 years | 40.49 | 75.09 | 54% |
| Returns for 5 years | 16.84 | 72.92 | 23% |
| Returns for 10 years | 76.58 | 251.00 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement