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FMIQX vs VFIAX
FMIQX vs VFIAX Comparison
Open Charts FMIQX vs VFIAX
FMI Large Cap Institutional
Price$17.24
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$539.41
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FMIQX vs VFIAX Comparison Chart
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FMIQX vs. VFIAX commentary
Oct 18, 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 FMIQX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. FMIQX (1.67B). VFIAX pays higher dividends than FMIQX: VFIAX (1.32) vs FMIQX (0.93). FMIQX was incepted earlier than VFIAX: FMIQX (8 years) vs VFIAX (24 years). FMIQX is a more actively managed with annual turnover of: 14.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than FMIQX: VFIAX (3000) vs FMIQX (100000). VFIAX annual gain was more profitable for investors over the last year : 33.69 vs. FMIQX (17.84). VFIAX return over 5 years is better than : 95.76 vs. FMIQX (-11.27).
| FMIQX | VFIAX | FMIQX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 24 years | - |
| Gain YTD | 15.715 | 22.645 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.67B | 1.28T | 0% |
| Annual Yield % from dividends | 0.93 | 1.32 | 70% |
| Returns for 1 year | 17.84 | 33.69 | 53% |
| Returns for 3 years | -19.19 | 30.72 | -62% |
| Returns for 5 years | -11.27 | 95.76 | -12% |
| Returns for 10 years | N/A | 211.70 | - |
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