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SPXUX vs VFINX
SPXUX vs VFINX Comparison
Open Charts SPXUX vs VFINX
WisdomTree 500 Digital N/A
Price$18.17
Change+$0.42 (+2.37%)
VolumeN/A
Net Assets16.48M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
SPXUX vs VFINX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. SPXUX (16.5M). VFINX pays higher dividends than SPXUX: VFINX (1.01) vs SPXUX (0.88). SPXUX was incepted earlier than VFINX: SPXUX (3 years) vs VFINX (49 years). VFINX (0.14) is less costly to investors than SPXUX (0.05). SPXUX is a more actively managed with annual turnover of: 3.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SPXUX: VFINX (0) vs SPXUX (25). SPXUX annual gain was more profitable for investors over the last year : 16.64 vs. VFINX (15.48).
| SPXUX | VFINX | SPXUX / VFINX | |
| Total Expense Ratio | 0.05 | 0.14 | 36% |
| Annual Report Gross Expense Ratio | 0.05 | 0.14 | 36% |
| Fund Existence | 3 years | 49 years | - |
| Gain YTD | 0.816 | 1.131 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 25 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.5M | 1.48T | 0% |
| Annual Yield % from dividends | 0.88 | 1.01 | 88% |
| Returns for 1 year | 16.64 | 15.48 | 107% |
| Returns for 3 years | 78.38 | 67.54 | 116% |
| Returns for 5 years | N/A | 78.93 | - |
| Returns for 10 years | N/A | 268.63 | - |
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