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VFIAX vs WFIVX
VFIAX vs WFIVX Comparison
Open Charts VFIAX vs WFIVX
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
FT Wilshire 5000 Index Invmt
Price$33.39
Change-$0.63 (-1.85%)
VolumeN/A
Net Assets287.34M
VFIAX vs WFIVX Comparison Chart
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VFIAX vs. WFIVX commentary
Feb 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 StrongBuy and WFIVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. WFIVX (287M). 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 (18.28) and WFIVX (18.10) have marching annual gain over last year. VFIAX return over 5 years is better than : 80.17 vs. WFIVX (48.34).
| 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 | 2.414 | 3.973 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41T | 287M | 491,289% |
| Annual Yield % from dividends | 1.32 | 0.91 | 145% |
| Returns for 1 year | 18.28 | 18.10 | 101% |
| Returns for 3 years | 39.78 | 30.35 | 131% |
| Returns for 5 years | 80.17 | 48.34 | 166% |
| Returns for 10 years | 184.37 | 105.15 | 175% |
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