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SUWCX vs VFIAX
SUWCX vs VFIAX Comparison
Open Charts SUWCX vs VFIAX
Vanguard 500 Index Admiral
Price$468.23
Change-$29.68 (-5.96%)
VolumeN/A
Net Assets1.4T
SUWCX vs VFIAX Comparison Chart
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SUWCX vs. VFIAX commentary
Apr 05, 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 SUWCX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. SUWCX (3.96B). VFIAX pays higher dividends than SUWCX: VFIAX (1.35) vs SUWCX (0.00). SUWCX was incepted earlier than VFIAX: SUWCX (24 years) vs VFIAX (24 years). SUWCX (1.59) is less costly to investors than VFIAX (0.04). SUWCX is a more actively managed with annual turnover of: 18.00 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 : 8.85 vs. SUWCX (-5.15). VFIAX return over 5 years is better than : 127.96 vs. SUWCX (48.12).
| SUWCX | VFIAX | SUWCX / VFIAX | |
| Total Expense Ratio | 1.59 | 0.04 | 3,975% |
| Annual Report Gross Expense Ratio | 1.59 | 0.04 | 3,975% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -4.507 | -3.588 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96B | 1.4T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -5.15 | 8.85 | -58% |
| Returns for 3 years | -2.84 | 23.83 | -12% |
| Returns for 5 years | 48.12 | 127.96 | 38% |
| Returns for 10 years | 23.30 | 173.02 | 13% |
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