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ESSIX vs VFINX
ESSIX vs VFINX Comparison
Open Charts ESSIX vs VFINX
Vanguard 500 Index Investor
Price$527.69
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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ESSIX vs VFINX Comparison Chart
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ESSIX vs. VFINX commentary
Sep 22, 2024
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 ESSIX is a StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. ESSIX (75.4M). ESSIX pays higher dividends than VFINX: ESSIX (1.47) vs VFINX (1.24). ESSIX was incepted earlier than VFINX: ESSIX (10 years) vs VFINX (48 years). ESSIX is a more actively managed with annual turnover of: 55.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than ESSIX: VFINX (0) vs ESSIX (10000). VFINX annual gain was more profitable for investors over the last year : 31.71 vs. ESSIX (19.52). VFINX return over 5 years is better than : 90.48 vs. ESSIX (47.53).
| ESSIX | VFINX | ESSIX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 48 years | - |
| Gain YTD | 10.364 | 19.944 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.4M | 1.24T | 0% |
| Annual Yield % from dividends | 1.47 | 1.24 | 118% |
| Returns for 1 year | 19.52 | 31.71 | 62% |
| Returns for 3 years | 9.55 | 31.00 | 31% |
| Returns for 5 years | 47.53 | 90.48 | 53% |
| Returns for 10 years | 68.32 | 190.35 | 36% |