Interact to see
Advertisement
Advertisement
USATX vs VWIUX
USATX vs VWIUX Comparison
Open Charts USATX vs VWIUX
USATX vs VWIUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
USATX vs. VWIUX commentary
Sep 13, 2026
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 USATX is a Hold and VWIUX is a Hold.
FUNDAMENTALS
Fundamentals
VWIUX has more cash in the bank: 88.8B vs. USATX (2.65B). USATX (3.54) and VWIUX (3.44) have matching dividends . USATX was incepted earlier than VWIUX: USATX (45 years) vs VWIUX (26 years). USATX (0.48) is less costly to investors than VWIUX (0.09). VWIUX is a more actively managed with annual turnover of: 20.00 vs. USATX (11.00). USATX has a lower initial minimum investment than VWIUX: USATX (3000) vs VWIUX (50000). USATX annual gain was more profitable for investors over the last year : 0.25 vs. VWIUX (-2.99). USATX return over 5 years is better than : 2.31 vs. VWIUX (-10.12).
| USATX | VWIUX | USATX / VWIUX | |
| Total Expense Ratio | 0.48 | 0.09 | 533% |
| Annual Report Gross Expense Ratio | 0.48 | 0.09 | 533% |
| Fund Existence | 45 years | 26 years | - |
| Gain YTD | -1.289 | -3.626 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.65B | 88.8B | 3% |
| Annual Yield % from dividends | 3.54 | 3.44 | 103% |
| Returns for 1 year | 0.25 | -2.99 | -8% |
| Returns for 3 years | 9.80 | 0.15 | 6,505% |
| Returns for 5 years | 2.31 | -10.12 | -23% |
| Returns for 10 years | 12.11 | -7.63 | -159% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AAVM | 34.34 | 0.39 | +1.16% |
| Alpha Architect Global Factor Equity ETF | |||
| RWR | 110.04 | 0.41 | +0.37% |
| State Street® SPDR® Dow Jones® REIT ETF | |||
| BOXA | 103.74 | 0.08 | +0.08% |
| Alpha Architect Aggregate Bond ETF | |||
| KAMO | 24.52 | -0.02 | -0.08% |
| Kensington Credit Opportunities ETF | |||
| FOF | 12.91 | -0.04 | -0.31% |
| Cohen & Steers Closed End Opportunity Fund | |||