Ad is loading...
VFINX vs WVALX
VFINX vs WVALX Comparison
Open Charts VFINX vs WVALX
Vanguard 500 Index Investor
Price$527.69
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
Weitz Large Cap Equity-Investor Cl
Price$58.41
Change-$0.41 (-0.70%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
VFINX vs WVALX Comparison Chart
Loading...
VFINX vs. WVALX 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 WVALX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. WVALX (968M). VFINX pays higher dividends than WVALX: VFINX (1.24) vs WVALX (0.00). VFINX was incepted earlier than WVALX: VFINX (48 years) vs WVALX (38 years). VFINX has a lower initial minimum investment than WVALX: VFINX (0) vs WVALX (2500). VFINX annual gain was more profitable for investors over the last year : 26.44 vs. WVALX (13.68). VFINX return over 5 years is better than : 87.66 vs. WVALX (27.87).
| VFINX | WVALX | VFINX / WVALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 48 years | 38 years | - |
| Gain YTD | 18.164 | 12.447 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.24T | 968M | 128,306% |
| Annual Yield % from dividends | 1.24 | 0.00 | - |
| Returns for 1 year | 26.44 | 13.68 | 193% |
| Returns for 3 years | 26.77 | -6.74 | -397% |
| Returns for 5 years | 87.66 | 27.87 | 315% |
| Returns for 10 years | 182.14 | 26.20 | 695% |