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VFINX vs WPVIX
VFINX vs WPVIX Comparison
Open Charts VFINX vs WPVIX
Vanguard 500 Index Investor
Price$527.69
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
Weitz Multi Cap Equity-Institutional Cl
Price$35.46
Change-$0.16 (-0.45%)
VolumeN/A
CapitalizationN/A
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VFINX vs WPVIX Comparison Chart
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VFINX vs. WPVIX 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 VFINX is a Buy and WPVIX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. WPVIX (590M). VFINX pays higher dividends than WPVIX: VFINX (1.24) vs WPVIX (0.00). VFINX was incepted earlier than WPVIX: VFINX (48 years) vs WPVIX (10 years). WPVIX is a more actively managed with annual turnover of: 8.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than WPVIX: VFINX (0) vs WPVIX (1000000). VFINX annual gain was more profitable for investors over the last year : 31.71 vs. WPVIX (21.16). VFINX return over 5 years is better than : 90.48 vs. WPVIX (14.17).
| VFINX | WPVIX | VFINX / WPVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 48 years | 10 years | - |
| Gain YTD | 19.944 | 15.424 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24T | 590M | 210,508% |
| Annual Yield % from dividends | 1.24 | 0.00 | - |
| Returns for 1 year | 31.71 | 21.16 | 150% |
| Returns for 3 years | 31.00 | -1.71 | -1,812% |
| Returns for 5 years | 90.48 | 14.17 | 639% |
| Returns for 10 years | 190.35 | 6.77 | 2,810% |