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VFIAX vs WFIVX
VFIAX vs WFIVX Comparison
Open Charts VFIAX vs WFIVX
Vanguard 500 Index Admiral
Price$561.98
Change+$3.44 (+0.62%)
VolumeN/A
Net Assets1.35T
FT Wilshire 5000 Index Invmt
Price$33.94
Change+$0.17 (+0.50%)
VolumeN/A
Net Assets293.17M
VFIAX vs WFIVX Comparison Chart
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VFIAX vs. WFIVX commentary
Jan 23, 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 Hold and WFIVX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. WFIVX (293M). 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). 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 : 24.82 vs. WFIVX (21.39). VFIAX return over 5 years is better than : 82.02 vs. WFIVX (46.84).
| 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 | 2.907 | 2.231 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.35T | 293M | 460,410% |
| Annual Yield % from dividends | 1.32 | 0.91 | 145% |
| Returns for 1 year | 24.82 | 21.39 | 116% |
| Returns for 3 years | 37.66 | 25.94 | 145% |
| Returns for 5 years | 82.02 | 46.84 | 175% |
| Returns for 10 years | 195.27 | 108.22 | 180% |
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