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AFDRX vs VFIAX
AFDRX vs VFIAX Comparison
Open Charts AFDRX vs VFIAX
American Century Large Cap Equity R
Price$45.62
Change-$1.70 (-3.59%)
VolumeN/A
Net Assets3.79B
Vanguard 500 Index Admiral
Price$486.22
Change-$17.34 (-3.44%)
VolumeN/A
Net Assets1.32T
AFDRX vs VFIAX Comparison Chart
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AFDRX vs. VFIAX commentary
Apr 12, 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 AFDRX is a Buy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. AFDRX (3.79B). VFIAX pays higher dividends than AFDRX: VFIAX (1.35) vs AFDRX (0.03). AFDRX was incepted earlier than VFIAX: AFDRX (20 years) vs VFIAX (24 years). AFDRX (1.29) is less costly to investors than VFIAX (0.04). AFDRX is a more actively managed with annual turnover of: 21.00 vs. VFIAX (2.00). AFDRX has a lower initial minimum investment than VFIAX: AFDRX (2500) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 5.77 vs. AFDRX (-6.47). VFIAX return over 5 years is better than : 95.64 vs. AFDRX (70.42).
| AFDRX | VFIAX | AFDRX / VFIAX | |
| Total Expense Ratio | 1.29 | 0.04 | 3,225% |
| Annual Report Gross Expense Ratio | 1.29 | 0.04 | 3,225% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -9.401 | -7.209 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.79B | 1.32T | 0% |
| Annual Yield % from dividends | 0.03 | 1.35 | 3% |
| Returns for 1 year | -6.47 | 5.77 | -112% |
| Returns for 3 years | 11.06 | 23.74 | 47% |
| Returns for 5 years | 70.42 | 95.64 | 74% |
| Returns for 10 years | 119.20 | 161.16 | 74% |