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VFIAX vs WFIVX
VFIAX vs WFIVX Comparison
Open Charts VFIAX vs WFIVX
Vanguard 500 Index Admiral
Price$551.84
Change+$1.93 (+0.35%)
VolumeN/A
CapitalizationN/A
FT Wilshire 5000 Index Invmt
Price$34.31
Change+$0.17 (+0.50%)
VolumeN/A
CapitalizationN/A
VFIAX vs WFIVX Comparison Chart
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VFIAX 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 VFIAX is a StrongSell and WFIVX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. WFIVX (291M). VFIAX pays higher dividends than WFIVX: VFIAX (1.32) vs WFIVX (0.91). VFIAX was incepted earlier than WFIVX: VFIAX (24 years) vs WFIVX (26 years). WFIVX is a more actively managed with annual turnover of: 5.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than WFIVX: VFIAX (3000) vs WFIVX (250000). VFIAX annual gain was more profitable for investors over the last year : 31.04 vs. WFIVX (29.28). VFIAX return over 5 years is better than : 91.91 vs. WFIVX (54.08).
| VFIAX | WFIVX | VFIAX / WFIVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 25.471 | 25.173 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.28T | 291M | 439,175% |
| Annual Yield % from dividends | 1.32 | 0.91 | 145% |
| Returns for 1 year | 31.04 | 29.28 | 106% |
| Returns for 3 years | 27.30 | 11.64 | 235% |
| Returns for 5 years | 91.91 | 54.08 | 170% |
| Returns for 10 years | 190.38 | 110.96 | 172% |
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