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IFPUX vs VFIAX
IFPUX vs VFIAX Comparison
Open Charts IFPUX vs VFIAX
Independent Franchise Partners US Equity
Price$18.79
Change-$0.47 (-2.44%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
IFPUX vs VFIAX Comparison Chart
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IFPUX vs. VFIAX commentary
Dec 19, 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 Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. IFPUX (1.16B). 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 : 27.64 vs. IFPUX (8.56). VFIAX return over 5 years is better than : 88.64 vs. IFPUX (12.52).
| 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 | 6.379 | 27.303 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 1.37T | 0% |
| Annual Yield % from dividends | 1.32 | 1.32 | 100% |
| Returns for 1 year | 8.56 | 27.64 | 31% |
| Returns for 3 years | -4.73 | 30.99 | -15% |
| Returns for 5 years | 12.52 | 88.64 | 14% |
| Returns for 10 years | 48.83 | 193.66 | 25% |