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VFIAX vs WFIVX
VFIAX vs WFIVX Comparison
Open Charts VFIAX vs WFIVX
Vanguard 500 Index Admiral
Price$523.21
Change+$3.51 (+0.68%)
VolumeN/A
Net Assets1.4T
FT Wilshire 5000 Index Invmt
Price$31.48
Change+$0.24 (+0.77%)
VolumeN/A
Net Assets265.11M
VFIAX vs WFIVX Comparison Chart
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VFIAX vs. WFIVX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. WFIVX (265M). 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 : 8.25 vs. WFIVX (5.90). VFIAX return over 5 years is better than : 126.43 vs. WFIVX (85.02).
| 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 | -4.235 | -4.523 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4T | 265M | 527,925% |
| Annual Yield % from dividends | 1.35 | 0.82 | 163% |
| Returns for 1 year | 8.25 | 5.90 | 140% |
| Returns for 3 years | 23.99 | 13.38 | 179% |
| Returns for 5 years | 126.43 | 85.02 | 149% |
| Returns for 10 years | 172.98 | 91.48 | 189% |