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VFIAX vs WVALX
VFIAX vs WVALX Comparison
Open Charts VFIAX vs WVALX
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
Weitz Large Cap Equity-Investor Cl
Price$58.41
Change-$0.41 (-0.70%)
VolumeN/A
CapitalizationN/A
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VFIAX vs WVALX Comparison Chart
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VFIAX vs. WVALX 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 WVALX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. WVALX (968M). VFIAX pays higher dividends than WVALX: VFIAX (1.32) vs WVALX (0.00). VFIAX was incepted earlier than WVALX: VFIAX (24 years) vs WVALX (38 years). WVALX has a lower initial minimum investment than VFIAX: WVALX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 26.45 vs. WVALX (13.68). VFIAX return over 5 years is better than : 87.65 vs. WVALX (27.87).
| VFIAX | WVALX | VFIAX / WVALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 38 years | - |
| Gain YTD | 18.190 | 12.447 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24T | 968M | 128,306% |
| Annual Yield % from dividends | 1.32 | 0.00 | - |
| Returns for 1 year | 26.45 | 13.68 | 193% |
| Returns for 3 years | 26.76 | -6.74 | -397% |
| Returns for 5 years | 87.65 | 27.87 | 315% |
| Returns for 10 years | 182.25 | 26.20 | 696% |