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IFPUX vs VFIAX
IFPUX vs VFIAX Comparison
Open Charts IFPUX vs VFIAX
Independent Franchise Partners US Equity
Price$21.80
Change-$0.13 (-0.59%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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IFPUX vs VFIAX Comparison Chart
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IFPUX vs. VFIAX commentary
Sep 21, 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 IFPUX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.24T vs. IFPUX (1.98B). VFIAX (1.32) and IFPUX (1.32) have matching dividends . IFPUX was incepted earlier than VFIAX: IFPUX (13 years) vs VFIAX (24 years). IFPUX is a more actively managed with annual turnover of: 21.75 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than IFPUX: VFIAX (3000) vs IFPUX (3000000). VFIAX annual gain was more profitable for investors over the last year : 26.45 vs. IFPUX (14.82). VFIAX return over 5 years is better than : 87.65 vs. IFPUX (24.44).
| IFPUX | VFIAX | IFPUX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 18.502 | 18.190 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 1.24T | 0% |
| Annual Yield % from dividends | 1.32 | 1.32 | 100% |
| Returns for 1 year | 14.82 | 26.45 | 56% |
| Returns for 3 years | 0.63 | 26.76 | 2% |
| Returns for 5 years | 24.44 | 87.65 | 28% |
| Returns for 10 years | 69.71 | 182.25 | 38% |
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