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SUWIX vs VFINX
SUWIX vs VFINX Comparison
Open Charts SUWIX vs VFINX
Vanguard 500 Index Investor
Price$543.37
Change-$16.51 (-2.95%)
VolumeN/A
CapitalizationN/A
SUWIX vs VFINX Comparison Chart
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SUWIX 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 SUWIX is a StrongBuy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. SUWIX (4.65B). VFINX pays higher dividends than SUWIX: VFINX (1.24) vs SUWIX (0.81). SUWIX was incepted earlier than VFINX: SUWIX (22 years) vs VFINX (48 years). SUWIX is a more actively managed with annual turnover of: 33.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SUWIX: VFINX (0) vs SUWIX (1000000). VFINX annual gain was more profitable for investors over the last year : 27.63 vs. SUWIX (15.58). VFINX return over 5 years is better than : 88.65 vs. SUWIX (32.19).
| SUWIX | VFINX | SUWIX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 48 years | - |
| Gain YTD | 14.655 | 27.275 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.65B | 1.37T | 0% |
| Annual Yield % from dividends | 0.81 | 1.24 | 65% |
| Returns for 1 year | 15.58 | 27.63 | 56% |
| Returns for 3 years | 10.86 | 30.99 | 35% |
| Returns for 5 years | 32.19 | 88.65 | 36% |
| Returns for 10 years | 60.69 | 193.62 | 31% |
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