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IFPUX vs VFINX
IFPUX vs VFINX Comparison
Open Charts IFPUX vs VFINX
Independent Franchise Partners US Equity
Price$18.79
Change-$0.47 (-2.44%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$543.37
Change-$16.51 (-2.95%)
VolumeN/A
CapitalizationN/A
IFPUX vs VFINX Comparison Chart
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IFPUX vs. VFINX commentary
Dec 19, 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 Hold and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. IFPUX (1.16B). IFPUX pays higher dividends than VFINX: IFPUX (1.32) vs VFINX (1.24). IFPUX was incepted earlier than VFINX: IFPUX (13 years) vs VFINX (48 years). IFPUX is a more actively managed with annual turnover of: 21.75 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 : 27.63 vs. IFPUX (8.56). VFINX return over 5 years is better than : 88.65 vs. IFPUX (12.52).
| IFPUX | VFINX | IFPUX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 48 years | - |
| Gain YTD | 6.379 | 27.275 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 1.37T | 0% |
| Annual Yield % from dividends | 1.32 | 1.24 | 107% |
| Returns for 1 year | 8.56 | 27.63 | 31% |
| Returns for 3 years | -4.73 | 30.99 | -15% |
| Returns for 5 years | 12.52 | 88.65 | 14% |
| Returns for 10 years | 48.83 | 193.62 | 25% |