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SPXUX vs VFIAX
SPXUX vs VFIAX Comparison
Open Charts SPXUX vs VFIAX
WisdomTree 500 Digital N/A
Price$18.30
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets16.52M
Vanguard 500 Index Admiral
Price$639.70
Change+$2.05 (+0.32%)
VolumeN/A
Net Assets1.48T
SPXUX vs VFIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. SPXUX (16.5M). VFIAX pays higher dividends than SPXUX: VFIAX (1.11) vs SPXUX (0.87). SPXUX was incepted earlier than VFIAX: SPXUX (3 years) vs VFIAX (25 years). SPXUX (0.05) is less costly to investors than VFIAX (0.04). SPXUX is a more actively managed with annual turnover of: 3.00 vs. VFIAX (2.00). SPXUX has a lower initial minimum investment than VFIAX: SPXUX (25) vs VFIAX (3000). SPXUX annual gain was more profitable for investors over the last year : 16.65 vs. VFIAX (14.84).
| SPXUX | VFIAX | SPXUX / VFIAX | |
| Total Expense Ratio | 0.05 | 0.04 | 125% |
| Annual Report Gross Expense Ratio | 0.05 | 0.04 | 125% |
| Fund Existence | 3 years | 25 years | - |
| Gain YTD | 19.908 | 17.903 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25 | 3000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5M | 1.48T | 0% |
| Annual Yield % from dividends | 0.87 | 1.11 | 78% |
| Returns for 1 year | 16.65 | 14.84 | 112% |
| Returns for 3 years | N/A | 80.67 | - |
| Returns for 5 years | N/A | 87.51 | - |
| Returns for 10 years | N/A | 237.23 | - |
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