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SUWAX vs VFINX
SUWAX vs VFINX Comparison
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SUWAX vs VFINX Comparison Chart in %
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SUWAX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.69T vs. SUWAX (5.05B). VFINX pays higher dividends than SUWAX: VFINX (0.97) vs SUWAX (0.36). SUWAX was incepted earlier than VFINX: SUWAX (27 years) vs VFINX (50 years). SUWAX (0.82) is less costly to investors than VFINX (0.14). SUWAX is a more actively managed with annual turnover of: 27.00 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 : 20.50 vs. SUWAX (11.90). VFINX return over 5 years is better than : 72.92 vs. SUWAX (16.84).
| SUWAX | VFINX | SUWAX / VFINX | |
| Total Expense Ratio | 0.82 | 0.14 | 586% |
| Annual Report Gross Expense Ratio | 0.82 | 0.14 | 586% |
| Fund Existence | 27 years | 50 years | - |
| Gain YTD | 13.840 | 12.242 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.05B | 1.69T | 0% |
| Annual Yield % from dividends | 0.36 | 0.97 | 37% |
| Returns for 1 year | 11.90 | 20.50 | 58% |
| Returns for 3 years | 40.49 | 75.08 | 54% |
| Returns for 5 years | 16.84 | 72.92 | 23% |
| Returns for 10 years | 76.58 | 251.01 | 31% |
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