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SWSFX vs VUBFX
SWSFX vs VUBFX Comparison
Open Charts SWSFX vs VUBFX
SWSFX vs VUBFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VUBFX has more cash in the bank: 15.7B vs. SWSFX (1.81B). SWSFX pays higher dividends than VUBFX: SWSFX (4.51) vs VUBFX (4.06). SWSFX was incepted earlier than VUBFX: SWSFX (4 years) vs VUBFX (11 years). SWSFX (0.30) is less costly to investors than VUBFX (0.20). VUBFX is a more actively managed with annual turnover of: 82.00 vs. SWSFX (64.34). SWSFX has a lower initial minimum investment than VUBFX: SWSFX (2500) vs VUBFX (3000). SWSFX (4.61) and VUBFX (4.40) have marching annual gain over last year.
| SWSFX | VUBFX | SWSFX / VUBFX | |
| Total Expense Ratio | 0.26 | 0.20 | 130% |
| Annual Report Gross Expense Ratio | 0.30 | 0.20 | 150% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | 1.569 | 1.474 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 15.7B | 12% |
| Annual Yield % from dividends | 4.51 | 4.06 | 111% |
| Returns for 1 year | 4.61 | 4.40 | 105% |
| Returns for 3 years | 17.31 | 16.49 | 105% |
| Returns for 5 years | N/A | 17.81 | - |
| Returns for 10 years | N/A | 28.97 | - |
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