Ad is loading...
VFINX vs WPVLX
VFINX vs WPVLX Comparison
Open Charts VFINX vs WPVLX
Vanguard 500 Index Investor
Price$527.69
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
Weitz Multi Cap Equity-Investor Cl
Price$34.41
Change-$0.16 (-0.46%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
VFINX vs WPVLX Comparison Chart
Loading...
VFINX vs. WPVLX 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 WPVLX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. WPVLX (590M). VFINX pays higher dividends than WPVLX: VFINX (1.24) vs WPVLX (0.00). VFINX was incepted earlier than WPVLX: VFINX (48 years) vs WPVLX (41 years). WPVLX is a more actively managed with annual turnover of: 8.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than WPVLX: VFINX (0) vs WPVLX (2500). VFINX annual gain was more profitable for investors over the last year : 26.44 vs. WPVLX (16.48). VFINX return over 5 years is better than : 87.66 vs. WPVLX (10.99).
| VFINX | WPVLX | VFINX / WPVLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 48 years | 41 years | - |
| Gain YTD | 18.164 | 13.876 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| 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 | 26.44 | 16.48 | 160% |
| Returns for 3 years | 26.77 | -5.11 | -523% |
| Returns for 5 years | 87.66 | 10.99 | 798% |
| Returns for 10 years | 182.14 | 0.74 | 24,691% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers