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AVEDX vs VFINX
AVEDX vs VFINX Comparison
Open Charts AVEDX vs VFINX
Ave Maria Rising Dividend
Price$23.76
Change-$0.11 (-0.46%)
VolumeN/A
Net Assets1.13B
Vanguard 500 Index Investor
Price$562.03
Change+$3.44 (+0.62%)
VolumeN/A
Net Assets1.35T
AVEDX vs VFINX Comparison Chart
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AVEDX vs. VFINX commentary
Jan 23, 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 AVEDX is a Buy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. AVEDX (1.13B). VFINX pays higher dividends than AVEDX: VFINX (1.24) vs AVEDX (1.02). AVEDX was incepted earlier than VFINX: AVEDX (20 years) vs VFINX (48 years). AVEDX is a more actively managed with annual turnover of: 19.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than AVEDX: VFINX (0) vs AVEDX (2500). VFINX annual gain was more profitable for investors over the last year : 24.81 vs. AVEDX (13.59). VFINX return over 5 years is better than : 82.02 vs. AVEDX (33.41).
| AVEDX | VFINX | AVEDX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 48 years | - |
| Gain YTD | 4.969 | 2.901 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 1.35T | 0% |
| Annual Yield % from dividends | 1.02 | 1.24 | 83% |
| Returns for 1 year | 13.59 | 24.81 | 55% |
| Returns for 3 years | 20.56 | 37.66 | 55% |
| Returns for 5 years | 33.41 | 82.02 | 41% |
| Returns for 10 years | 54.02 | 195.31 | 28% |