Interact to see
Advertisement
Advertisement
FXIRX vs VTAPX
FXIRX vs VTAPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXIRX vs. VTAPX commentary
May 26, 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 FXIRX is a Hold and VTAPX is a Hold.
FUNDAMENTALS
Fundamentals
VTAPX has more cash in the bank: 58.5B vs. FXIRX (157M). FXIRX pays higher dividends than VTAPX: FXIRX (2.89) vs VTAPX (2.73). FXIRX was incepted earlier than VTAPX: FXIRX (21 years) vs VTAPX (13 years). FXIRX (4.30) is less costly to investors than VTAPX (0.06). FXIRX is a more actively managed with annual turnover of: 278.00 vs. VTAPX (26.00). FXIRX has a lower initial minimum investment than VTAPX: FXIRX (0) vs VTAPX (3000). FXIRX annual gain was more profitable for investors over the last year : 7.20 vs. VTAPX (6.73). VTAPX return over 5 years is better than : 20.39 vs. FXIRX (6.75).
| FXIRX | VTAPX | FXIRX / VTAPX | |
| Total Expense Ratio | 4.30 | 0.06 | 7,167% |
| Annual Report Gross Expense Ratio | 4.30 | 0.06 | 7,167% |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 3.839 | 3.285 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 157M | 58.5B | 0% |
| Annual Yield % from dividends | 2.89 | 2.73 | 106% |
| Returns for 1 year | 7.20 | 6.73 | 107% |
| Returns for 3 years | 1.48 | 10.17 | 15% |
| Returns for 5 years | 6.75 | 20.39 | 33% |
| Returns for 10 years | 30.58 | 31.33 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MCDCX | 19.85 | 0.02 | +0.10% |
| BlackRock Emerging Mkts Inv C | |||
| BSMAX | 15.91 | -0.03 | -0.19% |
| iShares Russell Small/Mid-Cap Idx Inv A | |||
| TSLCX | 4.08 | -0.02 | -0.49% |
| Transamerica Small Cap Value C | |||
| GENIX | 12.70 | -0.07 | -0.55% |
| Gotham Enhanced Return Institutional | |||
| SWTSX | 97.80 | -0.63 | -0.64% |
| Schwab Total Stock Market Index | |||