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SWORX vs VFFVX
SWORX vs VFFVX Comparison Chart in %
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SWORX vs. VFFVX commentary
Jul 31, 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 SWORX is a Hold and VFFVX is a Hold.
FUNDAMENTALS
Fundamentals
VFFVX has more cash in the bank: 59.3B vs. SWORX (257M). VFFVX pays higher dividends than SWORX: VFFVX (1.97) vs SWORX (1.64). SWORX was incepted earlier than VFFVX: SWORX (13 years) vs VFFVX (15 years). SWORX (0.60) is less costly to investors than VFFVX (0.08). SWORX is a more actively managed with annual turnover of: 4.00 vs. VFFVX (1.00). SWORX has a lower initial minimum investment than VFFVX: SWORX (0) vs VFFVX (1000). VFFVX annual gain was more profitable for investors over the last year : 14.61 vs. SWORX (12.75). VFFVX return over 5 years is better than : 48.24 vs. SWORX (45.44).
| SWORX | VFFVX | SWORX / VFFVX | |
| Total Expense Ratio | 0.56 | 0.08 | 700% |
| Annual Report Gross Expense Ratio | 0.60 | 0.08 | 750% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 10.781 | 11.922 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 257M | 59.3B | 0% |
| Annual Yield % from dividends | 1.64 | 1.97 | 83% |
| Returns for 1 year | 12.75 | 14.61 | 87% |
| Returns for 3 years | 30.06 | 40.47 | 74% |
| Returns for 5 years | 45.44 | 48.24 | 94% |
| Returns for 10 years | 64.40 | 98.47 | 65% |
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