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SWORX vs VFFVX
SWORX vs VFFVX Comparison Chart
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SWORX vs. VFFVX commentary
Feb 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: 53.8B vs. SWORX (233M). VFFVX pays higher dividends than SWORX: VFFVX (2.04) vs SWORX (1.71). SWORX was incepted earlier than VFFVX: SWORX (12 years) vs VFFVX (15 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 annual gain was more profitable for investors over the last year : 12.52 vs. SWORX (11.64). VFFVX return over 5 years is better than : 34.48 vs. SWORX (31.93).
| SWORX | VFFVX | SWORX / VFFVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 3.497 | 3.489 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233M | 53.8B | 0% |
| Annual Yield % from dividends | 1.71 | 2.04 | 84% |
| Returns for 1 year | 11.64 | 12.52 | 93% |
| Returns for 3 years | 12.70 | 21.12 | 60% |
| Returns for 5 years | 31.93 | 34.48 | 93% |
| Returns for 10 years | 54.65 | 82.52 | 66% |
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