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VFIAX vs WFIVX
VFIAX vs WFIVX Comparison
Open Charts VFIAX vs WFIVX
Vanguard 500 Index Admiral
Price$554.95
Change+$5.71 (+1.04%)
VolumeN/A
Net Assets1.43T
FT Wilshire 5000 Index Invmt
Price$33.37
Change+$0.35 (+1.06%)
VolumeN/A
Net Assets277.51M
VFIAX vs WFIVX Comparison Chart
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VFIAX vs. WFIVX commentary
Jun 07, 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 VFIAX is a Buy and WFIVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. WFIVX (278M). VFIAX pays higher dividends than WFIVX: VFIAX (1.28) vs WFIVX (0.78). VFIAX was incepted earlier than WFIVX: VFIAX (25 years) vs WFIVX (26 years). WFIVX (0.56) is less costly to investors than VFIAX (0.04). VFIAX (2.00) and WFIVX (2.00) have comparable annual turnover. WFIVX has a lower initial minimum investment than VFIAX: WFIVX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 10.99 vs. WFIVX (9.32). VFIAX return over 5 years is better than : 85.80 vs. WFIVX (50.04).
| VFIAX | WFIVX | VFIAX / WFIVX | |
| Total Expense Ratio | 0.04 | 0.56 | 7% |
| Annual Report Gross Expense Ratio | 0.04 | 0.56 | 7% |
| Fund Existence | 25 years | 26 years | - |
| Gain YTD | 1.208 | 0.917 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43T | 278M | 513,669% |
| Annual Yield % from dividends | 1.28 | 0.78 | 163% |
| Returns for 1 year | 10.99 | 9.32 | 118% |
| Returns for 3 years | 42.76 | 31.26 | 137% |
| Returns for 5 years | 85.80 | 50.04 | 171% |
| Returns for 10 years | 185.59 | 101.18 | 183% |
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