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SPXUX vs VFIAX
SPXUX vs VFIAX Comparison
Open Charts SPXUX vs VFIAX
WisdomTree 500 Digital N/A
Price$17.57
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets15.83M
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
SPXUX vs VFIAX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. SPXUX (15.8M). VFIAX pays higher dividends than SPXUX: VFIAX (1.14) vs SPXUX (0.89). 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 : 17.17 vs. VFIAX (14.15).
| 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 | 15.164 | 13.413 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25 | 3000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.8M | 1.41T | 0% |
| Annual Yield % from dividends | 0.89 | 1.14 | 78% |
| Returns for 1 year | 17.17 | 14.15 | 121% |
| Returns for 3 years | N/A | 79.39 | - |
| Returns for 5 years | N/A | 91.55 | - |
| Returns for 10 years | N/A | 228.70 | - |
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