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VFWPX vs WLIVX
VFWPX vs WLIVX Comparison
Open Charts VFWPX vs WLIVX
VFWPX vs WLIVX Comparison Chart in %
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VFWPX vs. WLIVX commentary
Aug 23, 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 VFWPX is a Buy and WLIVX is a Hold.
FUNDAMENTALS
Fundamentals
VFWPX has more cash in the bank: 95.9B vs. WLIVX (276M). VFWPX pays higher dividends than WLIVX: VFWPX (2.56) vs WLIVX (1.37). VFWPX was incepted earlier than WLIVX: VFWPX (16 years) vs WLIVX (6 years). WLIVX (1.88) is less costly to investors than VFWPX (0.03). WLIVX is a more actively managed with annual turnover of: 31.00 vs. VFWPX (6.00). WLIVX has a lower initial minimum investment than VFWPX: WLIVX (1000) vs VFWPX (100000000). WLIVX annual gain was more profitable for investors over the last year : 28.05 vs. VFWPX (24.98). WLIVX return over 5 years is better than : 64.55 vs. VFWPX (45.02).
| VFWPX | WLIVX | VFWPX / WLIVX | |
| Total Expense Ratio | 0.03 | 1.10 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.88 | 2% |
| Fund Existence | 16 years | 6 years | - |
| Gain YTD | 16.906 | 16.067 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000000 | 1000 | 10,000,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 95.9B | 276M | 34,746% |
| Annual Yield % from dividends | 2.56 | 1.37 | 187% |
| Returns for 1 year | 24.98 | 28.05 | 89% |
| Returns for 3 years | 66.69 | 104.24 | 64% |
| Returns for 5 years | 45.02 | 64.55 | 70% |
| Returns for 10 years | 102.25 | N/A | - |
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