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VFIAX vs WFIVX
VFIAX vs WFIVX Comparison
Open Charts VFIAX vs WFIVX
Vanguard 500 Index Admiral
Price$548.86
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
FT Wilshire 5000 Index Invmt
Price$33.26
Change+$0.36 (+1.09%)
VolumeN/A
CapitalizationN/A
VFIAX vs WFIVX Comparison Chart
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VFIAX vs. WFIVX commentary
Dec 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 StrongBuy and WFIVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. WFIVX (288M). 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 : 25.43 vs. WFIVX (21.95). VFIAX return over 5 years is better than : 84.86 vs. WFIVX (49.56).
| 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 | 24.793 | 21.343 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.37T | 288M | 477,083% |
| Annual Yield % from dividends | 1.32 | 0.91 | 145% |
| Returns for 1 year | 25.43 | 21.95 | 116% |
| Returns for 3 years | 28.07 | 16.97 | 165% |
| Returns for 5 years | 84.86 | 49.56 | 171% |
| Returns for 10 years | 186.22 | 102.95 | 181% |
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