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 03, 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 StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.67T vs. SUWAX (4.95B). 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 : 18.19 vs. SUWAX (9.29). VFIAX return over 5 years is better than : 70.57 vs. SUWAX (13.93).
| 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 | 10.975 | 9.464 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 1.67T | 0% |
| Annual Yield % from dividends | 0.36 | 1.06 | 34% |
| Returns for 1 year | 9.29 | 18.19 | 51% |
| Returns for 3 years | 31.38 | 63.87 | 49% |
| Returns for 5 years | 13.93 | 70.57 | 20% |
| Returns for 10 years | 76.02 | 247.71 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement