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SWQRX vs VLXVX
SWQRX vs VLXVX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VLXVX has more cash in the bank: 11.7B vs. SWQRX (35.6M). VLXVX pays higher dividends than SWQRX: VLXVX (1.82) vs SWQRX (1.49). SWQRX was incepted earlier than VLXVX: SWQRX (5 years) vs VLXVX (8 years). SWQRX (0.92) is less costly to investors than VLXVX (0.08). SWQRX is a more actively managed with annual turnover of: 7.00 vs. VLXVX (0.00). SWQRX has a lower initial minimum investment than VLXVX: SWQRX (0) vs VLXVX (1000). VLXVX annual gain was more profitable for investors over the last year : 14.72 vs. SWQRX (13.78).
| SWQRX | VLXVX | SWQRX / VLXVX | |
| Total Expense Ratio | 0.58 | 0.08 | 725% |
| Annual Report Gross Expense Ratio | 0.92 | 0.08 | 1,150% |
| Fund Existence | 5 years | 8 years | - |
| Gain YTD | 13.020 | 13.742 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.6M | 11.7B | 0% |
| Annual Yield % from dividends | 1.49 | 1.82 | 82% |
| Returns for 1 year | 13.78 | 14.72 | 94% |
| Returns for 3 years | 46.27 | 50.52 | 92% |
| Returns for 5 years | N/A | 57.89 | - |
| Returns for 10 years | N/A | N/A | - |
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