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VWAHX vs VWLUX
VWAHX vs VWLUX Comparison
Open Charts VWAHX vs VWLUX
VWAHX vs VWLUX Comparison Chart in %
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VWAHX vs. VWLUX commentary
Jul 01, 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 VWAHX is a Hold and VWLUX is a Hold.
FUNDAMENTALS
Fundamentals
VWLUX has more cash in the bank: 19.1B vs. VWAHX (17.6B). VWAHX pays higher dividends than VWLUX: VWAHX (4.06) vs VWLUX (3.78). VWAHX was incepted earlier than VWLUX: VWAHX (48 years) vs VWLUX (25 years). VWAHX (0.17) is less costly to investors than VWLUX (0.09). VWAHX is a more actively managed with annual turnover of: 37.00 vs. VWLUX (35.00). VWAHX has a lower initial minimum investment than VWLUX: VWAHX (3000) vs VWLUX (50000). VWAHX (4.16) and VWLUX (4.10) have marching annual gain over last year. VWLUX (-10.76) and VWAHX (-11.26) have equivalent 5 years return.
| VWAHX | VWLUX | VWAHX / VWLUX | |
| Total Expense Ratio | 0.17 | 0.09 | 189% |
| Annual Report Gross Expense Ratio | 0.17 | 0.09 | 189% |
| Fund Existence | 48 years | 25 years | - |
| Gain YTD | 1.128 | 0.830 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 50000 | 6% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 19.1B | 92% |
| Annual Yield % from dividends | 4.06 | 3.78 | 107% |
| Returns for 1 year | 4.16 | 4.10 | 102% |
| Returns for 3 years | 2.77 | 1.77 | 157% |
| Returns for 5 years | -11.26 | -10.76 | 105% |
| Returns for 10 years | -8.07 | -9.73 | 83% |
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