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VFINX vs WFSPX
VFINX vs WFSPX Comparison
Open Charts VFINX vs WFSPX
Vanguard 500 Index Investor
Price$523.06
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
iShares S&P 500 Index K
Price$663.45
Change+$3.81 (+0.58%)
VolumeN/A
Net Assets45.51B
VFINX vs WFSPX Comparison Chart
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VFINX vs. WFSPX commentary
May 09, 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 VFINX is a Buy and WFSPX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. WFSPX (45.5B). WFSPX (1.29) and VFINX (1.25) have matching dividends . VFINX was incepted earlier than WFSPX: VFINX (49 years) vs WFSPX (32 years). VFINX (0.14) is less costly to investors than WFSPX (0.03). WFSPX is a more actively managed with annual turnover of: 10.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than WFSPX: VFINX (0) vs WFSPX (5000000). WFSPX annual gain was more profitable for investors over the last year : 9.33 vs. VFINX (8.59). WFSPX return over 5 years is better than : 103.50 vs. VFINX (92.15).
| VFINX | WFSPX | VFINX / WFSPX | |
| Total Expense Ratio | 0.14 | 0.03 | 467% |
| Annual Report Gross Expense Ratio | 0.14 | 0.03 | 467% |
| Fund Existence | 49 years | 32 years | - |
| Gain YTD | -4.186 | -4.260 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34T | 45.5B | 2,934% |
| Annual Yield % from dividends | 1.25 | 1.29 | 97% |
| Returns for 1 year | 8.59 | 9.33 | 92% |
| Returns for 3 years | 41.15 | 41.46 | 99% |
| Returns for 5 years | 92.15 | 103.50 | 89% |
| Returns for 10 years | 167.70 | 196.19 | 85% |
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