Interact to see
Advertisement
Advertisement
VWALX vs VWLUX
VWALX vs VWLUX Comparison
Open Charts VWALX vs VWLUX
VWALX vs VWLUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
VWALX vs. VWLUX commentary
Jun 08, 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 VWALX is a Hold and VWLUX is a Hold.
FUNDAMENTALS
Fundamentals
VWLUX has more cash in the bank: 19.1B vs. VWALX (17.6B). VWALX pays higher dividends than VWLUX: VWALX (4.14) vs VWLUX (3.78). VWALX was incepted earlier than VWLUX: VWALX (25 years) vs VWLUX (25 years). VWALX (0.09) and VWLUX (0.09) have similar cost to investors . VWALX is a more actively managed with annual turnover of: 37.00 vs. VWLUX (35.00). VWALX (50000) and VWLUX (50000) have matching initial minimum investment requirements. VWLUX (4.02) and VWALX (3.99) have marching annual gain over last year. VWLUX (-11.25) and VWALX (-11.32) have equivalent 5 years return.
| VWALX | VWLUX | VWALX / VWLUX | |
| Total Expense Ratio | 0.09 | 0.09 | 100% |
| Annual Report Gross Expense Ratio | 0.09 | 0.09 | 100% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 0.470 | 0.277 | 170% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 50000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.6B | 19.1B | 92% |
| Annual Yield % from dividends | 4.14 | 3.78 | 110% |
| Returns for 1 year | 3.99 | 4.02 | 99% |
| Returns for 3 years | 2.83 | 1.49 | 190% |
| Returns for 5 years | -11.32 | -11.25 | 101% |
| Returns for 10 years | -6.93 | -8.95 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers