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IFPUX vs VFINX
IFPUX vs VFINX Comparison
Open Charts IFPUX vs VFINX
Independent Franchise Partners US Equity
Price$21.03
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets1.46B
Vanguard 500 Index Investor
Price$552.25
Change-$1.18 (-0.21%)
VolumeN/A
Net Assets1.43T
IFPUX vs VFINX Comparison Chart in %
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IFPUX vs. VFINX commentary
Jun 22, 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 Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.43T vs. IFPUX (1.47B). IFPUX pays higher dividends than VFINX: IFPUX (1.81) vs VFINX (1.18). IFPUX was incepted earlier than VFINX: IFPUX (14 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). IFPUX annual gain was more profitable for investors over the last year : 10.29 vs. VFINX (9.07). VFINX return over 5 years is better than : 92.49 vs. IFPUX (21.27).
| IFPUX | VFINX | IFPUX / VFINX | |
| Total Expense Ratio | 0.66 | 0.14 | 471% |
| Annual Report Gross Expense Ratio | 0.66 | 0.14 | 471% |
| Fund Existence | 14 years | 49 years | - |
| Gain YTD | 12.580 | 1.747 | 720% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 1.43T | 0% |
| Annual Yield % from dividends | 1.81 | 1.18 | 153% |
| Returns for 1 year | 10.29 | 9.07 | 113% |
| Returns for 3 years | 17.01 | 58.53 | 29% |
| Returns for 5 years | 21.27 | 92.49 | 23% |
| Returns for 10 years | 54.14 | 182.29 | 30% |
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