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VFFSX vs WTRCX
VFFSX vs WTRCX Comparison
Open Charts VFFSX vs WTRCX
Vanguard 500 Index Institutional Select
Price$279.76
Change-$0.55 (-0.20%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Core Equity Fund
Price$13.46
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
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VFFSX vs WTRCX Comparison Chart
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VFFSX vs. WTRCX commentary
Sep 21, 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 Buy and WTRCX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.24T vs. WTRCX (3.87B). VFFSX pays higher dividends than WTRCX: VFFSX (1.33) vs WTRCX (0.06). VFFSX was incepted earlier than WTRCX: VFFSX (8 years) vs WTRCX (32 years). WTRCX is a more actively managed with annual turnover of: 37.00 vs. VFFSX (2.00). WTRCX has a lower initial minimum investment than VFFSX: WTRCX (1000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 31.74 vs. WTRCX (16.92). VFFSX return over 5 years is better than : 90.55 vs. WTRCX (9.19).
| VFFSX | WTRCX | VFFSX / WTRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 32 years | - |
| Gain YTD | 19.989 | 22.698 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000000 | 1000 | 500,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24T | 3.87B | 32,060% |
| Annual Yield % from dividends | 1.33 | 0.06 | 2,247% |
| Returns for 1 year | 31.74 | 16.92 | 188% |
| Returns for 3 years | 31.05 | -16.88 | -184% |
| Returns for 5 years | 90.55 | 9.19 | 985% |
| Returns for 10 years | N/A | 1.39 | - |
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