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SUWAX vs VFINX
SUWAX vs VFINX Comparison
Open Charts SUWAX vs VFINX
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
SUWAX vs VFINX Comparison Chart
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SUWAX vs. VFINX commentary
May 12, 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 StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. SUWAX (4.1B). VFINX pays higher dividends than SUWAX: VFINX (1.25) 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 : 8.59 vs. SUWAX (-4.41). VFINX return over 5 years is better than : 93.15 vs. SUWAX (32.03).
| 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 | -5.113 | -3.683 | 139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.1B | 1.34T | 0% |
| Annual Yield % from dividends | 0.52 | 1.25 | 42% |
| Returns for 1 year | -4.41 | 8.59 | -51% |
| Returns for 3 years | 14.46 | 41.54 | 35% |
| Returns for 5 years | 32.03 | 93.15 | 34% |
| Returns for 10 years | 36.06 | 169.87 | 21% |
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