Ad is loading...
IFPUX vs VFINX
IFPUX vs VFINX Comparison
Open Charts IFPUX vs VFINX
Independent Franchise Partners US Equity
Price$19.69
Change-$0.61 (-3.00%)
VolumeN/A
Net Assets1.43B
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
IFPUX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IFPUX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. IFPUX (1.43B). IFPUX pays higher dividends than VFINX: IFPUX (1.83) vs VFINX (1.24). IFPUX was incepted earlier than VFINX: IFPUX (13 years) vs VFINX (49 years). IFPUX (0.66) is less costly to investors than VFINX (0.14). IFPUX is a more actively managed with annual turnover of: 28.77 vs. VFINX (2.00). VFINX has a lower initial minimum investment than IFPUX: VFINX (0) vs IFPUX (3000000). VFINX annual gain was more profitable for investors over the last year : 8.85 vs. IFPUX (7.91). VFINX return over 5 years is better than : 127.97 vs. IFPUX (44.62).
| IFPUX | VFINX | IFPUX / VFINX | |
| Total Expense Ratio | 0.66 | 0.14 | 471% |
| Annual Report Gross Expense Ratio | 0.66 | 0.14 | 471% |
| Fund Existence | 13 years | 49 years | - |
| Gain YTD | 8.672 | -3.587 | -242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.4T | 0% |
| Annual Yield % from dividends | 1.83 | 1.24 | 147% |
| Returns for 1 year | 7.91 | 8.85 | 89% |
| Returns for 3 years | -3.11 | 23.83 | -13% |
| Returns for 5 years | 44.62 | 127.97 | 35% |
| Returns for 10 years | 54.15 | 173.04 | 31% |
View a ticker or compare two or three
VS
VS
Ad is loading...