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SPXUX vs VFIAX
SPXUX vs VFIAX Comparison
Open Charts SPXUX vs VFIAX
WisdomTree 500 Digital N/A
Price$18.17
Change+$0.42 (+2.37%)
VolumeN/A
Net Assets16.48M
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
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 (1.10) vs SPXUX (0.88). 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 : 16.64 vs. VFIAX (15.49).
| 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 | 0.816 | 1.141 | 71% |
| 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 | 0.88 | 1.10 | 80% |
| Returns for 1 year | 16.64 | 15.49 | 107% |
| Returns for 3 years | 78.38 | 67.56 | 116% |
| Returns for 5 years | N/A | 78.94 | - |
| Returns for 10 years | N/A | 268.61 | - |
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