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IFPUX vs VFIAX
IFPUX vs VFIAX Comparison
Open Charts IFPUX vs VFIAX
Independent Franchise Partners US Equity
Price$22.74
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets1.72B
Vanguard 500 Index Admiral
Price$601.05
Change+$1.91 (+0.32%)
VolumeN/A
Net Assets1.33T
IFPUX vs VFIAX Comparison Chart in %
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IFPUX vs. VFIAX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.33T vs. IFPUX (1.72B). IFPUX pays higher dividends than VFIAX: IFPUX (1.71) vs VFIAX (1.18). IFPUX was incepted earlier than VFIAX: IFPUX (14 years) vs VFIAX (25 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 : 15.96 vs. IFPUX (8.46). VFIAX return over 5 years is better than : 84.80 vs. IFPUX (19.63).
| 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 | 14 years | 25 years | - |
| Gain YTD | 22.109 | 10.412 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 1.33T | 0% |
| Annual Yield % from dividends | 1.71 | 1.18 | 144% |
| Returns for 1 year | 8.46 | 15.96 | 53% |
| Returns for 3 years | 21.97 | 60.86 | 36% |
| Returns for 5 years | 19.63 | 84.80 | 23% |
| Returns for 10 years | 74.93 | 228.59 | 33% |
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