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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
Sep 11, 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 Buy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.76T vs. SUWZX (5.04B). VFINX pays higher dividends than SUWZX: VFINX (0.94) vs SUWZX (0.67). 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 : 17.82 vs. SUWZX (10.15). VFINX return over 5 years is better than : 72.20 vs. SUWZX (19.78).
| 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 | 14.339 | 12.280 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.04B | 1.76T | 0% |
| Annual Yield % from dividends | 0.67 | 0.94 | 72% |
| Returns for 1 year | 10.15 | 17.82 | 57% |
| Returns for 3 years | 40.33 | 72.23 | 56% |
| Returns for 5 years | 19.78 | 72.20 | 27% |
| Returns for 10 years | 91.16 | 260.55 | 35% |
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