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IFPUX vs VFIAX
IFPUX vs VFIAX Comparison
Open Charts IFPUX vs VFIAX
Independent Franchise Partners US Equity
Price$18.99
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets1.13B
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
IFPUX vs VFIAX Comparison Chart
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IFPUX vs. VFIAX commentary
Jan 19, 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: 1.35T vs. IFPUX (1.13B). 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 : 25.54 vs. IFPUX (6.73). VFIAX return over 5 years is better than : 80.23 vs. IFPUX (5.86).
| 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 | 1.660 | 2.010 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 1.35T | 0% |
| Annual Yield % from dividends | 1.32 | 1.32 | 100% |
| Returns for 1 year | 6.73 | 25.54 | 26% |
| Returns for 3 years | -6.23 | 31.13 | -20% |
| Returns for 5 years | 5.86 | 80.23 | 7% |
| Returns for 10 years | 46.90 | 196.98 | 24% |
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