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SUWZX vs VFIAX
SUWZX vs VFIAX Comparison
Open Charts SUWZX vs VFIAX
Vanguard 500 Index Admiral
Price$585.97
Change+$4.24 (+0.73%)
VolumeN/A
Net Assets1.49T
SUWZX vs VFIAX Comparison Chart in %
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SUWZX vs. VFIAX commentary
Aug 07, 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 SUWZX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. SUWZX (4.5B). VFIAX pays higher dividends than SUWZX: VFIAX (1.18) vs SUWZX (0.76). SUWZX was incepted earlier than VFIAX: SUWZX (11 years) vs VFIAX (25 years). SUWZX (0.48) is less costly to investors than VFIAX (0.04). SUWZX is a more actively managed with annual turnover of: 18.00 vs. VFIAX (2.00). SUWZX has a lower initial minimum investment than VFIAX: SUWZX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 20.28 vs. SUWZX (9.17). VFIAX return over 5 years is better than : 88.05 vs. SUWZX (33.39).
| SUWZX | VFIAX | SUWZX / VFIAX | |
| Total Expense Ratio | 0.48 | 0.04 | 1,200% |
| Annual Report Gross Expense Ratio | 0.48 | 0.04 | 1,200% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 6.853 | 7.204 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.5B | 1.49T | 0% |
| Annual Yield % from dividends | 0.76 | 1.18 | 64% |
| Returns for 1 year | 9.17 | 20.28 | 45% |
| Returns for 3 years | 25.32 | 52.05 | 49% |
| Returns for 5 years | 33.39 | 88.05 | 38% |
| Returns for 10 years | 58.19 | 203.36 | 29% |
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