Ad is loading...
SUWCX vs VFINX
SUWCX vs VFINX Comparison
Open Charts SUWCX vs VFINX
Vanguard 500 Index Investor
Price$543.37
Change-$16.51 (-2.95%)
VolumeN/A
CapitalizationN/A
SUWCX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SUWCX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. SUWCX (4.65B). VFINX pays higher dividends than SUWCX: VFINX (1.24) vs SUWCX (0.00). SUWCX was incepted earlier than VFINX: SUWCX (24 years) vs VFINX (48 years). SUWCX is a more actively managed with annual turnover of: 33.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SUWCX: VFINX (0) vs SUWCX (1000). VFINX annual gain was more profitable for investors over the last year : 27.63 vs. SUWCX (13.49). VFINX return over 5 years is better than : 88.65 vs. SUWCX (21.41).
| SUWCX | VFINX | SUWCX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 48 years | - |
| Gain YTD | 12.562 | 27.275 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65B | 1.37T | 0% |
| Annual Yield % from dividends | 0.00 | 1.24 | - |
| Returns for 1 year | 13.49 | 27.63 | 49% |
| Returns for 3 years | 5.40 | 30.99 | 17% |
| Returns for 5 years | 21.41 | 88.65 | 24% |
| Returns for 10 years | 37.93 | 193.62 | 20% |
View a ticker or compare two or three
VS
VS
Ad is loading...