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VFIAX vs WPVLX
VFIAX vs WPVLX Comparison
Open Charts VFIAX vs WPVLX
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
Weitz Multi Cap Equity-Investor Cl
Price$34.41
Change-$0.16 (-0.46%)
VolumeN/A
CapitalizationN/A
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VFIAX vs WPVLX Comparison Chart
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VFIAX vs. WPVLX commentary
Sep 21, 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 Buy and WPVLX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. WPVLX (590M). VFIAX pays higher dividends than WPVLX: VFIAX (1.32) vs WPVLX (0.00). VFIAX was incepted earlier than WPVLX: VFIAX (24 years) vs WPVLX (41 years). WPVLX is a more actively managed with annual turnover of: 8.00 vs. VFIAX (2.00). WPVLX has a lower initial minimum investment than VFIAX: WPVLX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 26.45 vs. WPVLX (16.48). VFIAX return over 5 years is better than : 87.65 vs. WPVLX (10.99).
| VFIAX | WPVLX | VFIAX / WPVLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 41 years | - |
| Gain YTD | 18.190 | 13.876 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24T | 590M | 210,508% |
| Annual Yield % from dividends | 1.32 | 0.00 | - |
| Returns for 1 year | 26.45 | 16.48 | 160% |
| Returns for 3 years | 26.76 | -5.11 | -523% |
| Returns for 5 years | 87.65 | 10.99 | 798% |
| Returns for 10 years | 182.25 | 0.74 | 24,706% |