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VFFSX vs WFIVX
VFFSX vs WFIVX Comparison
Open Charts VFFSX vs WFIVX
Vanguard 500 Index Institutional Select
Price$263.98
Change-$13.42 (-4.84%)
VolumeN/A
Net Assets1.4T
FT Wilshire 5000 Index Invmt
Price$29.89
Change-$1.59 (-5.05%)
VolumeN/A
Net Assets267.14M
VFFSX vs WFIVX Comparison Chart
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VFFSX vs. WFIVX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.4T vs. WFIVX (267M). VFFSX pays higher dividends than WFIVX: VFFSX (1.36) vs WFIVX (0.82). VFFSX was incepted earlier than WFIVX: VFFSX (9 years) vs WFIVX (26 years). WFIVX (0.60) is less costly to investors than VFFSX (0.01). 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 : 8.88 vs. WFIVX (6.53). VFFSX return over 5 years is better than : 128.09 vs. WFIVX (86.44).
| VFFSX | WFIVX | VFFSX / WFIVX | |
| Total Expense Ratio | 0.01 | 0.60 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.60 | 2% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -3.583 | -3.790 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000000 | 1000 | 500,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4T | 267M | 523,970% |
| Annual Yield % from dividends | 1.36 | 0.82 | 165% |
| Returns for 1 year | 8.88 | 6.53 | 136% |
| Returns for 3 years | 23.90 | 13.37 | 179% |
| Returns for 5 years | 128.09 | 86.44 | 148% |
| Returns for 10 years | N/A | 91.80 | - |
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