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VFFSX vs WFIVX
VFFSX vs WFIVX Comparison
Open Charts VFFSX vs WFIVX
Vanguard 500 Index Institutional Select
Price$294.71
Change-$5.11 (-1.70%)
VolumeN/A
Net Assets1.41T
FT Wilshire 5000 Index Invmt
Price$33.39
Change-$0.63 (-1.85%)
VolumeN/A
Net Assets287.34M
VFFSX vs WFIVX Comparison Chart
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VFFSX vs. WFIVX commentary
Feb 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 StrongBuy and WFIVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.41T vs. WFIVX (287M). 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 : 20.36 vs. WFIVX (18.10). VFFSX return over 5 years is better than : 83.40 vs. WFIVX (48.34).
| 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 | 4.195 | 3.973 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000000 | 1000 | 500,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41T | 287M | 491,289% |
| Annual Yield % from dividends | 1.33 | 0.91 | 146% |
| Returns for 1 year | 20.36 | 18.10 | 112% |
| Returns for 3 years | 42.28 | 30.35 | 139% |
| Returns for 5 years | 83.40 | 48.34 | 173% |
| Returns for 10 years | N/A | 105.15 | - |
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