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FXAIX vs VADRX
FXAIX vs VADRX Comparison
Open Charts FXAIX vs VADRX
Invesco Equally-Wtd S&P 500 R
Price$71.02
Change-$0.21 (-0.29%)
VolumeN/A
Net Assets6.63B
FXAIX vs VADRX Comparison Chart
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FXAIX vs. VADRX commentary
May 24, 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 FXAIX is a Buy and VADRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. VADRX (6.63B). FXAIX pays higher dividends than VADRX: FXAIX (1.34) vs VADRX (1.12). FXAIX was incepted earlier than VADRX: FXAIX (14 years) vs VADRX (17 years). VADRX (0.78) is less costly to investors than FXAIX (0.01). VADRX is a more actively managed with annual turnover of: 22.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than VADRX: FXAIX (0) vs VADRX (1000). FXAIX annual gain was more profitable for investors over the last year : 11.58 vs. VADRX (-0.99). FXAIX return over 5 years is better than : 113.25 vs. VADRX (40.38).
| FXAIX | VADRX | FXAIX / VADRX | |
| Total Expense Ratio | 0.01 | 0.78 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.78 | 2% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | -0.138 | 0.494 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 6.63B | 8,965% |
| Annual Yield % from dividends | 1.34 | 1.12 | 119% |
| Returns for 1 year | 11.58 | -0.99 | -1,172% |
| Returns for 3 years | 53.89 | 7.04 | 765% |
| Returns for 5 years | 113.25 | 40.38 | 280% |
| Returns for 10 years | 200.51 | 52.77 | 380% |
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