Ad is loading...
SUWAX vs VFINX
SUWAX vs VFINX Comparison
Open Charts SUWAX vs VFINX
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
SUWAX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SUWAX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. SUWAX (4.5B). VFINX pays higher dividends than SUWAX: VFINX (1.24) vs SUWAX (0.58). SUWAX was incepted earlier than VFINX: SUWAX (26 years) vs VFINX (49 years). SUWAX is a more actively managed with annual turnover of: 33.00 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 : 18.27 vs. SUWAX (5.42). VFINX return over 5 years is better than : 80.18 vs. SUWAX (21.65).
| SUWAX | VFINX | SUWAX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 49 years | - |
| Gain YTD | 1.725 | 2.400 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.5B | 1.41T | 0% |
| Annual Yield % from dividends | 0.58 | 1.24 | 47% |
| Returns for 1 year | 5.42 | 18.27 | 30% |
| Returns for 3 years | 14.76 | 39.78 | 37% |
| Returns for 5 years | 21.65 | 80.18 | 27% |
| Returns for 10 years | 47.06 | 184.41 | 26% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VREQX | 10.68 | -0.08 | -0.74% |
| NYLI CBRE Real Estate Class R6 | |||
| AGVHX | 24.41 | -0.29 | -1.17% |
| American Funds Global Insight F-3 | |||
| APDRX | 33.20 | -0.46 | -1.37% |
| Artisan Global Opportunities Advisor | |||
| FSHOX | 116.82 | -3.37 | -2.80% |
| Fidelity Select Construction & Housing | |||
| PSCNX | 15.81 | -0.48 | -2.95% |
| Penn Capital Special Sits Sm Cp Eq Inst | |||