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IFPUX vs VFIAX
IFPUX vs VFIAX Comparison
Open Charts IFPUX vs VFIAX
Independent Franchise Partners US Equity
Price$21.36
Change+$0.07 (+0.33%)
VolumeN/A
Net Assets1.48B
Vanguard 500 Index Admiral
Price$571.33
Change+$3.00 (+0.53%)
VolumeN/A
Net Assets1.43T
IFPUX vs VFIAX Comparison Chart in %
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IFPUX vs. VFIAX commentary
Jun 28, 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 IFPUX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. IFPUX (1.48B). IFPUX pays higher dividends than VFIAX: IFPUX (1.81) vs VFIAX (1.28). IFPUX was incepted earlier than VFIAX: IFPUX (14 years) vs VFIAX (25 years). IFPUX (0.66) is less costly to investors than VFIAX (0.04). IFPUX is a more actively managed with annual turnover of: 28.77 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than IFPUX: VFIAX (3000) vs IFPUX (3000000). VFIAX (12.03) and IFPUX (11.60) have marching annual gain over last year. VFIAX return over 5 years is better than : 104.95 vs. IFPUX (25.96).
| IFPUX | VFIAX | IFPUX / VFIAX | |
| Total Expense Ratio | 0.66 | 0.04 | 1,650% |
| Annual Report Gross Expense Ratio | 0.66 | 0.04 | 1,650% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 13.972 | 4.726 | 296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 1.43T | 0% |
| Annual Yield % from dividends | 1.81 | 1.28 | 141% |
| Returns for 1 year | 11.60 | 12.03 | 96% |
| Returns for 3 years | 16.41 | 61.35 | 27% |
| Returns for 5 years | 25.96 | 104.95 | 25% |
| Returns for 10 years | 59.89 | 198.98 | 30% |
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