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IFPUX vs VSMPX
IFPUX vs VSMPX Comparison
Open Charts IFPUX vs VSMPX
Independent Franchise Partners US Equity
Price$21.80
Change-$0.13 (-0.59%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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IFPUX vs VSMPX Comparison Chart
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IFPUX vs. VSMPX commentary
Sep 21, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. IFPUX (1.98B). VSMPX (1.36) and IFPUX (1.32) have matching dividends . IFPUX was incepted earlier than VSMPX: IFPUX (13 years) vs VSMPX (9 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 : 25.90 vs. IFPUX (14.82). VSMPX return over 5 years is better than : 83.02 vs. IFPUX (24.44).
| IFPUX | VSMPX | IFPUX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 18.502 | 16.929 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 100000000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 1.72T | 0% |
| Annual Yield % from dividends | 1.32 | 1.36 | 97% |
| Returns for 1 year | 14.82 | 25.90 | 57% |
| Returns for 3 years | 0.63 | 21.36 | 3% |
| Returns for 5 years | 24.44 | 83.02 | 29% |
| Returns for 10 years | 69.71 | N/A | - |
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