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VFFSX vs WFIVX
VFFSX vs WFIVX Comparison
Open Charts VFFSX vs WFIVX
Vanguard 500 Index Institutional Select
Price$297.94
Change+$1.82 (+0.61%)
VolumeN/A
Net Assets1.35T
FT Wilshire 5000 Index Invmt
Price$33.94
Change+$0.17 (+0.50%)
VolumeN/A
Net Assets293.17M
VFFSX vs WFIVX Comparison Chart
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VFFSX vs. WFIVX commentary
Jan 23, 2025
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 VFFSX is a Hold and WFIVX is a Hold.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.35T vs. WFIVX (293M). VFFSX pays higher dividends than WFIVX: VFFSX (1.33) vs WFIVX (0.91). VFFSX was incepted earlier than WFIVX: VFFSX (9 years) vs WFIVX (26 years). WFIVX is a more actively managed with annual turnover of: 5.00 vs. VFFSX (2.00). WFIVX has a lower initial minimum investment than VFFSX: WFIVX (1000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 24.84 vs. WFIVX (21.39). VFFSX return over 5 years is better than : 82.11 vs. WFIVX (46.84).
| VFFSX | WFIVX | VFFSX / WFIVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | 2.909 | 2.231 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000000 | 1000 | 500,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35T | 293M | 460,410% |
| Annual Yield % from dividends | 1.33 | 0.91 | 146% |
| Returns for 1 year | 24.84 | 21.39 | 116% |
| Returns for 3 years | 37.73 | 25.94 | 145% |
| Returns for 5 years | 82.11 | 46.84 | 175% |
| Returns for 10 years | N/A | 108.22 | - |