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SUWCX vs VFIAX
SUWCX vs VFIAX Comparison
Open Charts SUWCX vs VFIAX
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
SUWCX vs VFIAX Comparison Chart
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SUWCX vs. VFIAX commentary
Dec 19, 2024
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 SUWCX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. SUWCX (4.65B). VFIAX pays higher dividends than SUWCX: VFIAX (1.32) vs SUWCX (0.00). SUWCX was incepted earlier than VFIAX: SUWCX (24 years) vs VFIAX (24 years). SUWCX is a more actively managed with annual turnover of: 33.00 vs. VFIAX (2.00). SUWCX has a lower initial minimum investment than VFIAX: SUWCX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 27.64 vs. SUWCX (13.49). VFIAX return over 5 years is better than : 88.64 vs. SUWCX (21.41).
| SUWCX | VFIAX | SUWCX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 12.562 | 27.303 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65B | 1.37T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 13.49 | 27.64 | 49% |
| Returns for 3 years | 5.40 | 30.99 | 17% |
| Returns for 5 years | 21.41 | 88.64 | 24% |
| Returns for 10 years | 37.93 | 193.66 | 20% |
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