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IFPUX vs VFIAX
IFPUX vs VFIAX Comparison
Open Charts IFPUX vs VFIAX
Independent Franchise Partners US Equity
Price$20.53
Change-$0.11 (-0.53%)
VolumeN/A
Net Assets1.42B
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
IFPUX vs VFIAX Comparison Chart
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IFPUX vs. VFIAX commentary
Feb 23, 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. IFPUX (1.42B). 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 : 18.28 vs. IFPUX (9.76). VFIAX return over 5 years is better than : 80.17 vs. IFPUX (16.14).
| 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 | 9.904 | 2.414 | 410% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 1.41T | 0% |
| Annual Yield % from dividends | 1.32 | 1.32 | 100% |
| Returns for 1 year | 9.76 | 18.28 | 53% |
| Returns for 3 years | 2.10 | 39.78 | 5% |
| Returns for 5 years | 16.14 | 80.17 | 20% |
| Returns for 10 years | 54.08 | 184.37 | 29% |