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IFPUX vs VFIAX
IFPUX vs VFIAX Comparison
Open Charts IFPUX vs VFIAX
Independent Franchise Partners US Equity
Price$19.69
Change-$0.61 (-3.00%)
VolumeN/A
Net Assets1.43B
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
IFPUX vs VFIAX Comparison Chart
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IFPUX vs. VFIAX commentary
Apr 04, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. IFPUX (1.43B). IFPUX pays higher dividends than VFIAX: IFPUX (1.83) vs VFIAX (1.35). IFPUX was incepted earlier than VFIAX: IFPUX (13 years) vs VFIAX (24 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 annual gain was more profitable for investors over the last year : 8.85 vs. IFPUX (7.91). VFIAX return over 5 years is better than : 127.96 vs. IFPUX (44.62).
| 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 | 13 years | 24 years | - |
| Gain YTD | 8.672 | -3.588 | -242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.4T | 0% |
| Annual Yield % from dividends | 1.83 | 1.35 | 136% |
| Returns for 1 year | 7.91 | 8.85 | 89% |
| Returns for 3 years | -3.11 | 23.83 | -13% |
| Returns for 5 years | 44.62 | 127.96 | 35% |
| Returns for 10 years | 54.15 | 173.02 | 31% |
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