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VFINX vs WVALX
VFINX vs WVALX Comparison
Open Charts VFINX vs WVALX
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
Weitz Large Cap Equity-Investor Cl
Price$50.27
Change-$0.24 (-0.48%)
VolumeN/A
Net Assets835.66M
VFINX vs WVALX Comparison Chart
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VFINX vs. WVALX commentary
May 11, 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 WVALX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. WVALX (836M). VFINX pays higher dividends than WVALX: VFINX (1.25) vs WVALX (0.00). VFINX was incepted earlier than WVALX: VFINX (49 years) vs WVALX (39 years). WVALX (1.03) is less costly to investors than VFINX (0.14). WVALX is a more actively managed with annual turnover of: 20.00 vs. VFINX (2.00). 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 : 8.59 vs. WVALX (-6.47). VFINX return over 5 years is better than : 93.15 vs. WVALX (16.80).
| VFINX | WVALX | VFINX / WVALX | |
| Total Expense Ratio | 0.14 | 1.03 | 14% |
| Annual Report Gross Expense Ratio | 0.14 | 1.03 | 14% |
| Fund Existence | 49 years | 39 years | - |
| Gain YTD | -3.683 | -4.393 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34T | 836M | 159,689% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 8.59 | -6.47 | -133% |
| Returns for 3 years | 41.54 | 1.72 | 2,415% |
| Returns for 5 years | 93.15 | 16.80 | 555% |
| Returns for 10 years | 169.87 | 6.80 | 2,499% |
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