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VFSIX vs VFSUX
VFSIX vs VFSUX Comparison
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VFSIX vs VFSUX Comparison Chart in %
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VFSIX vs. VFSUX commentary
Jun 27, 2026
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 VFSIX is a Hold and VFSUX is a Hold.
FUNDAMENTALS
Fundamentals
VFSIX (55.2B) and VFSUX (55.2B) have equal amount of cash in the bank . VFSIX (4.73) and VFSUX (4.71) have matching dividends . VFSIX was incepted earlier than VFSUX: VFSIX (29 years) vs VFSUX (25 years). VFSUX (0.09) is less costly to investors than VFSIX (0.07). VFSIX (73.00) and VFSUX (73.00) have comparable annual turnover. VFSUX has a lower initial minimum investment than VFSIX: VFSUX (50000) vs VFSIX (5000000). VFSIX (-0.67) and VFSUX (-0.67) have marching annual gain over last year. VFSUX return over 5 years is better than : -4.57 vs. VFSIX (-4.92).
| VFSIX | VFSUX | VFSIX / VFSUX | |
| Total Expense Ratio | 0.07 | 0.09 | 78% |
| Annual Report Gross Expense Ratio | 0.07 | 0.09 | 78% |
| Fund Existence | 29 years | 25 years | - |
| Gain YTD | -1.236 | -1.236 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 50000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 55.2B | 55.2B | 100% |
| Annual Yield % from dividends | 4.73 | 4.71 | 100% |
| Returns for 1 year | -0.67 | -0.67 | 100% |
| Returns for 3 years | 4.00 | 4.40 | 91% |
| Returns for 5 years | -4.92 | -4.57 | 108% |
| Returns for 10 years | 2.71 | 3.02 | 90% |
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