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SUWCX vs VFINX
SUWCX vs VFINX Comparison
Open Charts SUWCX vs VFINX
Vanguard 500 Index Investor
Price$468.31
Change-$29.69 (-5.96%)
VolumeN/A
Net Assets1.4T
SUWCX vs VFINX Comparison Chart
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SUWCX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. SUWCX (3.96B). VFINX pays higher dividends than SUWCX: VFINX (1.24) vs SUWCX (0.00). SUWCX was incepted earlier than VFINX: SUWCX (24 years) vs VFINX (49 years). SUWCX (1.59) is less costly to investors than VFINX (0.14). SUWCX is a more actively managed with annual turnover of: 18.00 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 : 8.85 vs. SUWCX (-5.15). VFINX return over 5 years is better than : 127.97 vs. SUWCX (48.12).
| SUWCX | VFINX | SUWCX / VFINX | |
| Total Expense Ratio | 1.59 | 0.14 | 1,136% |
| Annual Report Gross Expense Ratio | 1.59 | 0.14 | 1,136% |
| Fund Existence | 24 years | 49 years | - |
| Gain YTD | -4.507 | -3.587 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96B | 1.4T | 0% |
| Annual Yield % from dividends | 0.00 | 1.24 | - |
| Returns for 1 year | -5.15 | 8.85 | -58% |
| Returns for 3 years | -2.84 | 23.83 | -12% |
| Returns for 5 years | 48.12 | 127.97 | 38% |
| Returns for 10 years | 23.30 | 173.04 | 13% |
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