Ad is loading...
SUWIX vs VFIAX
SUWIX vs VFIAX Comparison
Open Charts SUWIX vs VFIAX
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
SUWIX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
SUWIX 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 SUWIX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. SUWIX (4.65B). VFIAX pays higher dividends than SUWIX: VFIAX (1.32) vs SUWIX (0.81). SUWIX was incepted earlier than VFIAX: SUWIX (22 years) vs VFIAX (24 years). SUWIX is a more actively managed with annual turnover of: 33.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than SUWIX: VFIAX (3000) vs SUWIX (1000000). VFIAX annual gain was more profitable for investors over the last year : 27.64 vs. SUWIX (15.58). VFIAX return over 5 years is better than : 88.64 vs. SUWIX (32.19).
| SUWIX | VFIAX | SUWIX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 24 years | - |
| Gain YTD | 14.655 | 27.303 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65B | 1.37T | 0% |
| Annual Yield % from dividends | 0.81 | 1.32 | 61% |
| Returns for 1 year | 15.58 | 27.64 | 56% |
| Returns for 3 years | 10.86 | 30.99 | 35% |
| Returns for 5 years | 32.19 | 88.64 | 36% |
| Returns for 10 years | 60.69 | 193.66 | 31% |
View a ticker or compare two or three
VS
VS
Ad is loading...