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TLWCX vs VFIAX
TLWCX vs VFIAX Comparison
Open Charts TLWCX vs VFIAX
Nuveen Social Choice LwCrbn Eq A
Price$23.43
Change-$0.10 (-0.42%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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TLWCX vs VFIAX Comparison Chart
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TLWCX vs. VFIAX commentary
Sep 21, 2024
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 TLWCX is a StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. TLWCX (1.2B). VFIAX pays higher dividends than TLWCX: VFIAX (1.32) vs TLWCX (0.94). TLWCX was incepted earlier than VFIAX: TLWCX (9 years) vs VFIAX (24 years). TLWCX is a more actively managed with annual turnover of: 26.00 vs. VFIAX (2.00). TLWCX has a lower initial minimum investment than VFIAX: TLWCX (2500) vs VFIAX (3000). VFIAX (26.45) and TLWCX (25.56) have marching annual gain over last year. VFIAX return over 5 years is better than : 87.65 vs. TLWCX (75.40).
| TLWCX | VFIAX | TLWCX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 15.882 | 18.190 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 1.24T | 0% |
| Annual Yield % from dividends | 0.94 | 1.32 | 71% |
| Returns for 1 year | 25.56 | 26.45 | 97% |
| Returns for 3 years | 14.57 | 26.76 | 54% |
| Returns for 5 years | 75.40 | 87.65 | 86% |
| Returns for 10 years | N/A | 182.25 | - |