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IFPUX vs VSMPX
IFPUX vs VSMPX Comparison
Open Charts IFPUX vs VSMPX
Independent Franchise Partners US Equity
Price$22.70
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.41
Change-$0.19 (-0.07%)
VolumeN/A
CapitalizationN/A
IFPUX vs VSMPX Comparison Chart
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IFPUX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. IFPUX (1.29B). VSMPX (1.36) and IFPUX (1.32) have matching dividends . IFPUX was incepted earlier than VSMPX: IFPUX (13 years) vs VSMPX (10 years). IFPUX is a more actively managed with annual turnover of: 21.75 vs. VSMPX (2.00). IFPUX has a lower initial minimum investment than VSMPX: IFPUX (3000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 36.48 vs. IFPUX (28.60). VSMPX return over 5 years is better than : 89.05 vs. IFPUX (25.92).
| IFPUX | VSMPX | IFPUX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 23.169 | 24.987 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 100000000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 1.73T | 0% |
| Annual Yield % from dividends | 1.32 | 1.36 | 97% |
| Returns for 1 year | 28.60 | 36.48 | 78% |
| Returns for 3 years | 1.27 | 22.93 | 6% |
| Returns for 5 years | 25.92 | 89.05 | 29% |
| Returns for 10 years | 69.75 | N/A | - |