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VFIAX vs WFIVX
VFIAX vs WFIVX Comparison
Open Charts VFIAX vs WFIVX
Vanguard 500 Index Admiral
Price$496.32
Change+$8.15 (+1.67%)
VolumeN/A
Net Assets1.32T
FT Wilshire 5000 Index Invmt
Price$29.83
Change+$0.50 (+1.70%)
VolumeN/A
Net Assets247.95M
VFIAX vs WFIVX Comparison Chart
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VFIAX vs. WFIVX commentary
Apr 25, 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: 1.32T vs. WFIVX (248M). VFIAX pays higher dividends than WFIVX: VFIAX (1.35) vs WFIVX (0.82). VFIAX was incepted earlier than WFIVX: VFIAX (24 years) vs WFIVX (26 years). WFIVX (0.60) is less costly to investors than VFIAX (0.04). WFIVX is a more actively managed with annual turnover of: 5.00 vs. VFIAX (2.00). 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 : 4.33 vs. WFIVX (1.96). VFIAX return over 5 years is better than : 86.45 vs. WFIVX (51.84).
| VFIAX | WFIVX | VFIAX / WFIVX | |
| Total Expense Ratio | 0.04 | 0.60 | 7% |
| Annual Report Gross Expense Ratio | 0.04 | 0.60 | 7% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | -10.045 | -10.361 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.32T | 248M | 533,065% |
| Annual Yield % from dividends | 1.35 | 0.82 | 163% |
| Returns for 1 year | 4.33 | 1.96 | 221% |
| Returns for 3 years | 23.87 | 13.32 | 179% |
| Returns for 5 years | 86.45 | 51.84 | 167% |
| Returns for 10 years | 150.11 | 75.92 | 198% |