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
Jun 16, 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.7T vs. SUWZX (4.89B). VFINX pays higher dividends than SUWZX: VFINX (0.93) vs SUWZX (0.72). 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 : 22.98 vs. SUWZX (13.51). VFINX return over 5 years is better than : 75.13 vs. SUWZX (17.55).
| 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 | 8.709 | 8.780 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 1.7T | 0% |
| Annual Yield % from dividends | 0.72 | 0.93 | 78% |
| Returns for 1 year | 13.51 | 22.98 | 59% |
| Returns for 3 years | 37.20 | 70.24 | 53% |
| Returns for 5 years | 17.55 | 75.13 | 23% |
| Returns for 10 years | 87.25 | 258.11 | 34% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers