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VFINX vs WSHFX
VFINX vs WSHFX Comparison
Open Charts VFINX vs WSHFX
Vanguard 500 Index Investor
Price$527.69
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
American Funds Washington Mutual F1
Price$63.60
Change+$0.05 (+0.08%)
VolumeN/A
CapitalizationN/A
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VFINX vs WSHFX Comparison Chart
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VFINX vs. WSHFX 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 WSHFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. WSHFX (191B). WSHFX pays higher dividends than VFINX: WSHFX (1.43) vs VFINX (1.24). VFINX was incepted earlier than WSHFX: VFINX (48 years) vs WSHFX (24 years). WSHFX is a more actively managed with annual turnover of: 30.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than WSHFX: VFINX (0) vs WSHFX (250). VFINX annual gain was more profitable for investors over the last year : 26.44 vs. WSHFX (17.84). VFINX return over 5 years is better than : 87.66 vs. WSHFX (40.45).
| VFINX | WSHFX | VFINX / WSHFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 48 years | 24 years | - |
| Gain YTD | 18.164 | 11.309 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24T | 191B | 650% |
| Annual Yield % from dividends | 1.24 | 1.43 | 86% |
| Returns for 1 year | 26.44 | 17.84 | 148% |
| Returns for 3 years | 26.77 | 15.09 | 177% |
| Returns for 5 years | 87.66 | 40.45 | 217% |
| Returns for 10 years | 182.14 | 55.05 | 331% |