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VFIAX vs WTRCX
VFIAX vs WTRCX Comparison
Open Charts VFIAX vs WTRCX
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Core Equity Fund
Price$13.46
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
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VFIAX vs WTRCX Comparison Chart
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VFIAX vs. WTRCX 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 WTRCX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. WTRCX (3.87B). VFIAX pays higher dividends than WTRCX: VFIAX (1.32) vs WTRCX (0.06). VFIAX was incepted earlier than WTRCX: VFIAX (24 years) vs WTRCX (32 years). WTRCX is a more actively managed with annual turnover of: 37.00 vs. VFIAX (2.00). WTRCX has a lower initial minimum investment than VFIAX: WTRCX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 31.72 vs. WTRCX (16.92). VFIAX return over 5 years is better than : 90.47 vs. WTRCX (9.19).
| VFIAX | WTRCX | VFIAX / WTRCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 32 years | - |
| Gain YTD | 19.971 | 22.698 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24T | 3.87B | 32,060% |
| Annual Yield % from dividends | 1.32 | 0.06 | 2,233% |
| Returns for 1 year | 31.72 | 16.92 | 187% |
| Returns for 3 years | 30.99 | -16.88 | -184% |
| Returns for 5 years | 90.47 | 9.19 | 984% |
| Returns for 10 years | 190.48 | 1.39 | 13,665% |
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