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SPXUX vs VFIAX
SPXUX vs VFIAX Comparison
Open Charts SPXUX vs VFIAX
WisdomTree 500 Digital N/A
Price$18.08
Change+$0.06 (+0.33%)
VolumeN/A
Net Assets16.32M
Vanguard 500 Index Admiral
Price$633.41
Change+$1.90 (+0.30%)
VolumeN/A
Net Assets1.46T
SPXUX vs VFIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. SPXUX (16.3M). 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 : 14.72 vs. VFIAX (12.70).
| 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 | 17.752 | 16.106 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25 | 3000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.3M | 1.46T | 0% |
| Annual Yield % from dividends | 0.87 | 1.11 | 78% |
| Returns for 1 year | 14.72 | 12.70 | 116% |
| Returns for 3 years | N/A | 67.36 | - |
| Returns for 5 years | N/A | 85.88 | - |
| Returns for 10 years | N/A | 225.65 | - |
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