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VFFSX vs WFIVX
VFFSX vs WFIVX Comparison
Open Charts VFFSX vs WFIVX
Vanguard 500 Index Institutional Select
Price$292.56
Change+$1.02 (+0.35%)
VolumeN/A
CapitalizationN/A
FT Wilshire 5000 Index Invmt
Price$34.31
Change+$0.17 (+0.50%)
VolumeN/A
CapitalizationN/A
VFFSX vs WFIVX Comparison Chart
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VFFSX vs. WFIVX commentary
Nov 23, 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 VFFSX is a StrongSell and WFIVX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.28T vs. WFIVX (291M). VFFSX pays higher dividends than WFIVX: VFFSX (1.33) vs WFIVX (0.91). VFFSX was incepted earlier than WFIVX: VFFSX (8 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 (250000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 31.06 vs. WFIVX (29.28). VFFSX return over 5 years is better than : 92.00 vs. WFIVX (54.08).
| VFFSX | WFIVX | VFFSX / WFIVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 25.494 | 25.173 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000000 | 250000 | 2,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28T | 291M | 439,175% |
| Annual Yield % from dividends | 1.33 | 0.91 | 146% |
| Returns for 1 year | 31.06 | 29.28 | 106% |
| Returns for 3 years | 27.36 | 11.64 | 235% |
| Returns for 5 years | 92.00 | 54.08 | 170% |
| Returns for 10 years | N/A | 110.96 | - |
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