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VFIAX vs WCEAX
VFIAX vs WCEAX Comparison
Open Charts VFIAX vs WCEAX
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Core Equity Fund
Price$18.72
Change-$0.04 (-0.21%)
VolumeN/A
CapitalizationN/A
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VFIAX vs WCEAX Comparison Chart
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VFIAX vs. WCEAX 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 VFIAX is a Buy and WCEAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. WCEAX (3.87B). VFIAX pays higher dividends than WCEAX: VFIAX (1.32) vs WCEAX (0.31). VFIAX was incepted earlier than WCEAX: VFIAX (24 years) vs WCEAX (24 years). WCEAX is a more actively managed with annual turnover of: 37.00 vs. VFIAX (2.00). WCEAX has a lower initial minimum investment than VFIAX: WCEAX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 26.45 vs. WCEAX (17.66). VFIAX return over 5 years is better than : 87.65 vs. WCEAX (26.67).
| VFIAX | WCEAX | VFIAX / WCEAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 18.190 | 21.344 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24T | 3.87B | 32,060% |
| Annual Yield % from dividends | 1.32 | 0.31 | 426% |
| Returns for 1 year | 26.45 | 17.66 | 150% |
| Returns for 3 years | 26.76 | -8.97 | -298% |
| Returns for 5 years | 87.65 | 26.67 | 329% |
| Returns for 10 years | 182.25 | 24.94 | 731% |
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