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SWORX vs VFFVX
SWORX vs VFFVX Comparison Chart
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SWORX vs. VFFVX commentary
May 24, 2025
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 SWORX is a Hold and VFFVX is a Hold.
FUNDAMENTALS
Fundamentals
VFFVX has more cash in the bank: 53.4B vs. SWORX (236M). VFFVX pays higher dividends than SWORX: VFFVX (2.16) vs SWORX (1.80). SWORX was incepted earlier than VFFVX: SWORX (12 years) vs VFFVX (15 years). SWORX (0.60) is less costly to investors than VFFVX (0.08). SWORX is a more actively managed with annual turnover of: 4.00 vs. VFFVX (1.00). SWORX has a lower initial minimum investment than VFFVX: SWORX (0) vs VFFVX (1000). VFFVX annual gain was more profitable for investors over the last year : 8.90 vs. SWORX (7.51). VFFVX (54.08) and SWORX (52.58) have equivalent 5 years return.
| SWORX | VFFVX | SWORX / VFFVX | |
| Total Expense Ratio | 0.56 | 0.08 | 700% |
| Annual Report Gross Expense Ratio | 0.60 | 0.08 | 750% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 3.730 | 4.406 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 53.4B | 0% |
| Annual Yield % from dividends | 1.80 | 2.16 | 83% |
| Returns for 1 year | 7.51 | 8.90 | 84% |
| Returns for 3 years | 23.33 | 32.75 | 71% |
| Returns for 5 years | 52.58 | 54.08 | 97% |
| Returns for 10 years | 51.84 | 80.71 | 64% |
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