SUWZX
Price
$39.41
Change
+$0.06 (+0.15%)
Updated
Jul 24 closing price
Net Assets
4.88B
VFIAX
Price
$684.29
Change
+$0.40 (+0.06%)
Updated
Jul 24 closing price
Net Assets
1.67T
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SUWZX vs VFIAX

SUWZX vs VFIAX Comparison Chart in %
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SUWZX vs. VFIAX commentary
Jul 26, 2026

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 Hold and VFIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.67T vs. SUWZX (4.89B). VFIAX pays higher dividends than SUWZX: VFIAX (1.06) vs SUWZX (0.71). SUWZX was incepted earlier than VFIAX: SUWZX (12 years) vs VFIAX (26 years). SUWZX (0.49) is less costly to investors than VFIAX (0.04). SUWZX is a more actively managed with annual turnover of: 27.00 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 : 16.46 vs. SUWZX (8.24). VFIAX return over 5 years is better than : 68.10 vs. SUWZX (14.35).
SUWZXVFIAXSUWZX / VFIAX
Total Expense Ratio0.490.041,225%
Annual Report Gross Expense Ratio0.490.041,225%
Fund Existence12 years26 years-
Gain YTD9.5518.256116%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets4.89B1.67T0%
Annual Yield % from dividends0.711.0667%
Returns for 1 year8.2416.4650%
Returns for 3 years31.9062.4351%
Returns for 5 years14.3568.1021%
Returns for 10 years80.74242.0033%
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