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SWORX vs VFFVX
SWORX vs VFFVX Comparison Chart
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SWORX vs. VFFVX commentary
Jan 20, 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: 52B vs. SWORX (229M). VFFVX pays higher dividends than SWORX: VFFVX (2.04) vs SWORX (1.71). SWORX was incepted earlier than VFFVX: SWORX (12 years) vs VFFVX (14 years). 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 (16.10) and SWORX (15.92) have marching annual gain over last year. VFFVX return over 5 years is better than : 30.92 vs. SWORX (28.46).
| SWORX | VFFVX | SWORX / VFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 1.748 | 1.528 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229M | 52B | 0% |
| Annual Yield % from dividends | 1.71 | 2.04 | 84% |
| Returns for 1 year | 15.92 | 16.10 | 99% |
| Returns for 3 years | 4.66 | 13.32 | 35% |
| Returns for 5 years | 28.46 | 30.92 | 92% |
| Returns for 10 years | 59.82 | 87.55 | 68% |
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