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IFPUX vs VTSAX
IFPUX vs VTSAX Comparison
Open Charts IFPUX vs VTSAX
Independent Franchise Partners US Equity
Price$18.79
Change-$0.47 (-2.44%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$141.29
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
IFPUX vs VTSAX Comparison Chart
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IFPUX vs. VTSAX commentary
Dec 19, 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 Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. IFPUX (1.16B). VTSAX (1.35) and IFPUX (1.32) have matching dividends . IFPUX was incepted earlier than VTSAX: IFPUX (13 years) vs VTSAX (24 years). IFPUX is a more actively managed with annual turnover of: 21.75 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 : 26.91 vs. IFPUX (8.56). VTSAX return over 5 years is better than : 84.17 vs. IFPUX (12.52).
| IFPUX | VTSAX | IFPUX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 6.379 | 26.390 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 1.84T | 0% |
| Annual Yield % from dividends | 1.32 | 1.35 | 98% |
| Returns for 1 year | 8.56 | 26.91 | 32% |
| Returns for 3 years | -4.73 | 27.89 | -17% |
| Returns for 5 years | 12.52 | 84.17 | 15% |
| Returns for 10 years | 48.83 | 192.77 | 25% |
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