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IFPUX vs VFINX
IFPUX vs VFINX Comparison
Open Charts IFPUX vs VFINX
Independent Franchise Partners US Equity
Price$22.74
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets1.72B
Vanguard 500 Index Investor
Price$601.06
Change+$1.90 (+0.32%)
VolumeN/A
Net Assets1.33T
IFPUX vs VFINX Comparison Chart in %
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IFPUX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.33T vs. IFPUX (1.72B). IFPUX pays higher dividends than VFINX: IFPUX (1.71) vs VFINX (1.09). 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). VFINX annual gain was more profitable for investors over the last year : 15.95 vs. IFPUX (8.46). VFINX return over 5 years is better than : 84.80 vs. IFPUX (19.63).
| 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 | 22.109 | 10.398 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 1.33T | 0% |
| Annual Yield % from dividends | 1.71 | 1.09 | 157% |
| Returns for 1 year | 8.46 | 15.95 | 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 | 228.64 | 33% |
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