Ad is loading...
IFPUX vs VFIAX
IFPUX vs VFIAX Comparison
Open Charts IFPUX vs VFIAX
Independent Franchise Partners US Equity
Price$22.70
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$552.97
Change+$0.15 (+0.03%)
VolumeN/A
CapitalizationN/A
IFPUX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IFPUX vs. VFIAX commentary
Nov 14, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. IFPUX (1.29B). 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 : 33.16 vs. IFPUX (28.60). VFIAX return over 5 years is better than : 91.75 vs. IFPUX (25.92).
| 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 | 23.169 | 25.728 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 1.28T | 0% |
| Annual Yield % from dividends | 1.32 | 1.32 | 100% |
| Returns for 1 year | 28.60 | 33.16 | 86% |
| Returns for 3 years | 1.27 | 27.84 | 5% |
| Returns for 5 years | 25.92 | 91.75 | 28% |
| Returns for 10 years | 69.75 | 195.05 | 36% |