Interact to see
Advertisement
Advertisement
SWSFX vs VUSFX
SWSFX vs VUSFX Comparison
Open Charts SWSFX vs VUSFX
SWSFX vs VUSFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
VUSFX has more cash in the bank: 15.7B vs. SWSFX (1.81B). SWSFX pays higher dividends than VUSFX: SWSFX (4.51) vs VUSFX (4.16). SWSFX was incepted earlier than VUSFX: SWSFX (4 years) vs VUSFX (11 years). SWSFX (0.30) is less costly to investors than VUSFX (0.09). VUSFX is a more actively managed with annual turnover of: 82.00 vs. SWSFX (64.34). SWSFX has a lower initial minimum investment than VUSFX: SWSFX (2500) vs VUSFX (50000). SWSFX (4.61) and VUSFX (4.46) have marching annual gain over last year.
| SWSFX | VUSFX | SWSFX / VUSFX | |
| Total Expense Ratio | 0.26 | 0.09 | 289% |
| Annual Report Gross Expense Ratio | 0.30 | 0.09 | 333% |
| Fund Existence | 4 years | 11 years | - |
| Gain YTD | 1.569 | 1.523 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.81B | 15.7B | 12% |
| Annual Yield % from dividends | 4.51 | 4.16 | 109% |
| Returns for 1 year | 4.61 | 4.46 | 103% |
| Returns for 3 years | 17.31 | 16.80 | 103% |
| Returns for 5 years | N/A | 18.36 | - |
| Returns for 10 years | N/A | 30.26 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement