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VFIAX or VSMAX or VWELX
VFIAX vs VSMAX vs VWELX Comparison
Open Charts VFIAX vs VSMAX vs VWELX
Vanguard 500 Index Admiral
Price$553.44
Change-$0.16 (-0.03%)
VolumeN/A
Net Assets1.43T
Vanguard Small Cap Index Admiral Shares
Price$110.86
Change+$0.56 (+0.51%)
VolumeN/A
Net Assets147.56B
Vanguard Wellington™ I
Price$44.19
Change+$0.03 (+0.07%)
VolumeN/A
Net Assets110.88B
VFIAX vs VSMAX vs VWELX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. VSMAX (148B) and VWELX (111B). VWELX pays higher dividends than VSMAX and VFIAX: VWELX (2.09) vs VSMAX (1.48) and VFIAX (1.28). VFIAX was incepted earlier than VSMAX and VWELX: VFIAX (25 years) vs VSMAX (25 years) and VWELX (96 years). VWELX (0.25) is less costly to investors than VSMAX (0.05) and VFIAX (0.04). VWELX is a more actively managed with annual turnover of: 61.00 vs. VSMAX (13.00) and VFIAX (2.00). VFIAX (3000), VSMAX (3000) and VWELX (3000) have matching initial minimum investment requirements. VFIAX annual gain was more profitable for investors over the last year : 9.06 vs. VSMAX (5.86) and VWELX (-0.07). VFIAX return over 5 years is better than : 92.95 vs. VSMAX (60.34) and VWELX (11.64).
| VFIAX | VSMAX | VWELX | |
| Total Expense Ratio | 0.04 | 0.05 | 0.25 |
| Annual Report Gross Expense Ratio | 0.04 | 0.05 | 0.25 |
| Fund Existence | 25 years | 25 years | 96 years |
| Gain YTD | 2.011 | -4.130 | 3.458 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 3000 | 3000 | 3000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 1.43T | 148B | 111B |
| Annual Yield % from dividends | 1.28 | 1.48 | 2.09 |
| Returns for 1 year | 9.06 | 5.86 | -0.07 |
| Returns for 3 years | 62.81 | 34.99 | 16.35 |
| Returns for 5 years | 92.95 | 60.34 | 11.64 |
| Returns for 10 years | 184.94 | 92.13 | 23.29 |