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VFINX vs WFIVX
VFINX vs WFIVX Comparison
Open Charts VFINX vs WFIVX
VFINX vs WFIVX Comparison Chart in %
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VFINX vs. WFIVX commentary
Sep 04, 2026
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 VFINX is a StrongBuy and WFIVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.69T vs. WFIVX (312M). VFINX pays higher dividends than WFIVX: VFINX (0.94) vs WFIVX (0.58). VFINX was incepted earlier than WFIVX: VFINX (50 years) vs WFIVX (28 years). WFIVX (0.56) is less costly to investors than VFINX (0.14). WFIVX is a more actively managed with annual turnover of: 5.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than WFIVX: VFINX (0) vs WFIVX (1000). VFINX annual gain was more profitable for investors over the last year : 18.90 vs. WFIVX (10.03). VFINX return over 5 years is better than : 69.12 vs. WFIVX (33.39).
| VFINX | WFIVX | VFINX / WFIVX | |
| Total Expense Ratio | 0.14 | 0.56 | 25% |
| Annual Report Gross Expense Ratio | 0.14 | 0.56 | 25% |
| Fund Existence | 50 years | 28 years | - |
| Gain YTD | 12.153 | 11.931 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.69T | 312M | 540,705% |
| Annual Yield % from dividends | 0.94 | 0.58 | 164% |
| Returns for 1 year | 18.90 | 10.03 | 188% |
| Returns for 3 years | 69.86 | 50.41 | 139% |
| Returns for 5 years | 69.12 | 33.39 | 207% |
| Returns for 10 years | 251.64 | 125.57 | 200% |
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