SUWIX
Price
$33.94
Change
+$0.47 (+1.40%)
Updated
Mar 5 closing price
Net Assets
4.3B
VFIAX
Price
$540.29
Change
+$5.98 (+1.12%)
Updated
Mar 5 closing price
Net Assets
1.41T
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SUWIX vs VFIAX

Header iconSUWIX vs VFIAX Comparison
Open Charts SUWIX vs VFIAXBanner chart's image
DWS Core Equity Inst
Price$33.94
Change+$0.47 (+1.40%)
VolumeN/A
Net Assets4.3B
Vanguard 500 Index Admiral
Price$540.29
Change+$5.98 (+1.12%)
VolumeN/A
Net Assets1.41T
SUWIX vs VFIAX Comparison Chart
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SUWIX vs. VFIAX commentary
Mar 06, 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 SUWIX is a Buy and VFIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SUWIX (4.3B). VFIAX pays higher dividends than SUWIX: VFIAX (1.32) vs SUWIX (0.81). SUWIX was incepted earlier than VFIAX: SUWIX (23 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 : 13.82 vs. SUWIX (1.30). VFIAX return over 5 years is better than : 94.31 vs. SUWIX (35.25).
SUWIXVFIAXSUWIX / VFIAX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years24 years-
Gain YTD-2.448-1.557157%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets4.3B1.41T0%
Annual Yield % from dividends0.811.3261%
Returns for 1 year1.3013.829%
Returns for 3 years10.1533.5430%
Returns for 5 years35.2594.3137%
Returns for 10 years47.93178.9627%
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