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SWORX vs VFFVX
SWORX vs VFFVX Comparison Chart in %
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SWORX vs. VFFVX commentary
Jul 03, 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: 56.5B vs. SWORX (250M). VFFVX pays higher dividends than SWORX: VFFVX (1.97) vs SWORX (1.64). 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 : 12.98 vs. SWORX (11.59). VFFVX (50.95) and SWORX (49.07) 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 | 9.266 | 9.890 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250M | 56.5B | 0% |
| Annual Yield % from dividends | 1.64 | 1.97 | 83% |
| Returns for 1 year | 11.59 | 12.98 | 89% |
| Returns for 3 years | 36.55 | 46.16 | 79% |
| Returns for 5 years | 49.07 | 50.95 | 96% |
| Returns for 10 years | 63.40 | 95.34 | 66% |
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