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IFPUX vs VFIAX
IFPUX vs VFIAX Comparison
Open Charts IFPUX vs VFIAX
Independent Franchise Partners US Equity
Price$19.19
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets1.36B
Vanguard 500 Index Admiral
Price$496.32
Change+$8.15 (+1.67%)
VolumeN/A
Net Assets1.32T
IFPUX vs VFIAX Comparison Chart
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IFPUX vs. VFIAX commentary
Apr 25, 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: 1.32T vs. IFPUX (1.36B). 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). IFPUX annual gain was more profitable for investors over the last year : 4.64 vs. VFIAX (4.33). VFIAX return over 5 years is better than : 86.45 vs. IFPUX (21.07).
| 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 | 2.409 | -10.045 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 1.32T | 0% |
| Annual Yield % from dividends | 1.83 | 1.35 | 136% |
| Returns for 1 year | 4.64 | 4.33 | 107% |
| Returns for 3 years | -4.09 | 23.87 | -17% |
| Returns for 5 years | 21.07 | 86.45 | 24% |
| Returns for 10 years | 40.93 | 150.11 | 27% |
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