Ad is loading...
SUWAX vs VFINX
SUWAX vs VFINX Comparison
Open Charts SUWAX vs VFINX
Vanguard 500 Index Investor
Price$459.88
Change-$7.34 (-1.57%)
VolumeN/A
Net Assets1.32T
SUWAX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SUWAX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. SUWAX (3.71B). VFINX pays higher dividends than SUWAX: VFINX (1.24) vs SUWAX (0.52). SUWAX was incepted earlier than VFINX: SUWAX (26 years) vs VFINX (49 years). SUWAX (0.82) is less costly to investors than VFINX (0.14). SUWAX is a more actively managed with annual turnover of: 18.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SUWAX: VFINX (0) vs SUWAX (1000). VFINX annual gain was more profitable for investors over the last year : -2.66 vs. SUWAX (-14.41). VFINX return over 5 years is better than : 81.50 vs. SUWAX (24.66).
| SUWAX | VFINX | SUWAX / VFINX | |
| Total Expense Ratio | 0.82 | 0.14 | 586% |
| Annual Report Gross Expense Ratio | 0.82 | 0.14 | 586% |
| Fund Existence | 26 years | 49 years | - |
| Gain YTD | -14.935 | -13.919 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 1.32T | 0% |
| Annual Yield % from dividends | 0.52 | 1.24 | 41% |
| Returns for 1 year | -14.41 | -2.66 | 542% |
| Returns for 3 years | -8.11 | 12.85 | -63% |
| Returns for 5 years | 24.66 | 81.50 | 30% |
| Returns for 10 years | 22.07 | 141.20 | 16% |
View a ticker or compare two or three
VS
VS
Ad is loading...