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IFPUX vs VTSAX
IFPUX vs VTSAX Comparison
Open Charts IFPUX vs VTSAX
Independent Franchise Partners US Equity
Price$20.71
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets1.44B
Vanguard Total Stock Mkt Idx Adm
Price$142.15
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
IFPUX vs VTSAX Comparison Chart
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IFPUX vs. VTSAX commentary
Jun 07, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. IFPUX (1.44B). IFPUX pays higher dividends than VTSAX: IFPUX (1.81) vs VTSAX (1.28). IFPUX was incepted earlier than VTSAX: IFPUX (13 years) vs VTSAX (25 years). IFPUX (0.66) is less costly to investors than VTSAX (0.04). IFPUX is a more actively managed with annual turnover of: 28.77 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than IFPUX: VTSAX (3000) vs IFPUX (3000000). VTSAX annual gain was more profitable for investors over the last year : 11.40 vs. IFPUX (9.35). VTSAX return over 5 years is better than : 81.77 vs. IFPUX (16.98).
| IFPUX | VTSAX | IFPUX / VTSAX | |
| Total Expense Ratio | 0.66 | 0.04 | 1,650% |
| Annual Report Gross Expense Ratio | 0.66 | 0.04 | 1,650% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 10.760 | 1.287 | 836% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 1.82T | 0% |
| Annual Yield % from dividends | 1.81 | 1.28 | 141% |
| Returns for 1 year | 9.35 | 11.40 | 82% |
| Returns for 3 years | 6.28 | 42.45 | 15% |
| Returns for 5 years | 16.98 | 81.77 | 21% |
| Returns for 10 years | 54.38 | 181.81 | 30% |
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