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SUWZX vs VFINX
SUWZX vs VFINX Comparison
Open Charts SUWZX vs VFINX
SUWZX vs VFINX Comparison Chart in %
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SUWZX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.67T vs. SUWZX (4.89B). VFINX pays higher dividends than SUWZX: VFINX (0.97) vs SUWZX (0.71). 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 : 16.46 vs. SUWZX (8.24). VFINX return over 5 years is better than : 68.10 vs. SUWZX (14.35).
| 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 | 9.551 | 8.255 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.89B | 1.67T | 0% |
| Annual Yield % from dividends | 0.71 | 0.97 | 73% |
| Returns for 1 year | 8.24 | 16.46 | 50% |
| Returns for 3 years | 31.90 | 62.42 | 51% |
| Returns for 5 years | 14.35 | 68.10 | 21% |
| Returns for 10 years | 80.74 | 242.03 | 33% |
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