Interact to see
Advertisement
Advertisement
SUWZX vs VFINX
SUWZX vs VFINX Comparison
Open Charts SUWZX vs VFINX
SUWZX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SUWZX vs. VFINX commentary
Aug 15, 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 StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.69T vs. SUWZX (5.12B). VFINX pays higher dividends than SUWZX: VFINX (0.97) vs SUWZX (0.69). SUWZX was incepted earlier than VFINX: SUWZX (12 years) vs VFINX (50 years). SUWZX (0.49) is less costly to investors than VFINX (0.14). SUWZX is a more actively managed with annual turnover of: 27.00 vs. VFINX (2.00). SUWZX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 20.59 vs. SUWZX (11.90). VFINX return over 5 years is better than : 74.67 vs. SUWZX (20.39).
| SUWZX | VFINX | SUWZX / VFINX | |
| Total Expense Ratio | 0.49 | 0.14 | 350% |
| Annual Report Gross Expense Ratio | 0.49 | 0.14 | 350% |
| Fund Existence | 12 years | 50 years | - |
| Gain YTD | 15.564 | 14.008 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 1.69T | 0% |
| Annual Yield % from dividends | 0.69 | 0.97 | 72% |
| Returns for 1 year | 11.90 | 20.59 | 58% |
| Returns for 3 years | 42.92 | 75.89 | 57% |
| Returns for 5 years | 20.39 | 74.67 | 27% |
| Returns for 10 years | 88.49 | 258.13 | 34% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement