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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
Jun 24, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.7T vs. SUWAX (4.91B). VFINX pays higher dividends than SUWAX: VFINX (0.93) vs SUWAX (0.41). 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 : 24.06 vs. SUWAX (14.97). VFINX return over 5 years is better than : 75.29 vs. SUWAX (16.10).
| 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 | 9.527 | 9.418 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 1.7T | 0% |
| Annual Yield % from dividends | 0.41 | 0.93 | 44% |
| Returns for 1 year | 14.97 | 24.06 | 62% |
| Returns for 3 years | 37.53 | 71.96 | 52% |
| Returns for 5 years | 16.10 | 75.29 | 21% |
| Returns for 10 years | 84.59 | 268.55 | 31% |
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