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SUWAX vs VFINX
SUWAX vs VFINX Comparison
Open Charts SUWAX vs VFINX
Vanguard 500 Index Investor
Price$639.68
Change-$0.14 (-0.02%)
VolumeN/A
Net Assets1.48T
SUWAX vs VFINX Comparison Chart in %
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SUWAX vs. VFINX commentary
Dec 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SUWAX is a StrongBuy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. SUWAX (4.77B). VFINX pays higher dividends than SUWAX: VFINX (1.02) vs SUWAX (0.45). SUWAX was incepted earlier than VFINX: SUWAX (26 years) vs VFINX (49 years). SUWAX (0.82) is less costly to investors than VFINX (0.14). SUWAX is a more actively managed with annual turnover of: 27.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than SUWAX: VFINX (0) vs SUWAX (1000). VFINX annual gain was more profitable for investors over the last year : 14.85 vs. SUWAX (3.97). VFINX return over 5 years is better than : 87.47 vs. SUWAX (22.59).
| SUWAX | VFINX | SUWAX / VFINX | |
| Total Expense Ratio | 0.82 | 0.14 | 586% |
| Annual Report Gross Expense Ratio | 0.82 | 0.14 | 586% |
| Fund Existence | 26 years | 49 years | - |
| Gain YTD | 6.601 | 17.878 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.77B | 1.48T | 0% |
| Annual Yield % from dividends | 0.45 | 1.02 | 44% |
| Returns for 1 year | 3.97 | 14.85 | 27% |
| Returns for 3 years | 41.69 | 81.33 | 51% |
| Returns for 5 years | 22.59 | 87.47 | 26% |
| Returns for 10 years | 63.63 | 234.30 | 27% |
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