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IFPUX vs VTSAX
IFPUX vs VTSAX Comparison
Open Charts IFPUX vs VTSAX
Independent Franchise Partners US Equity
Price$18.99
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets1.13B
Vanguard Total Stock Mkt Idx Adm
Price$144.19
Change+$1.35 (+0.95%)
VolumeN/A
Net Assets1.78T
IFPUX vs VTSAX Comparison Chart
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IFPUX vs. VTSAX commentary
Jan 19, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. IFPUX (1.13B). 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 : 25.26 vs. IFPUX (6.73). VTSAX return over 5 years is better than : 76.10 vs. IFPUX (5.86).
| 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 | 1.660 | 2.241 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 1.78T | 0% |
| Annual Yield % from dividends | 1.32 | 1.35 | 98% |
| Returns for 1 year | 6.73 | 25.26 | 27% |
| Returns for 3 years | -6.23 | 28.96 | -22% |
| Returns for 5 years | 5.86 | 76.10 | 8% |
| Returns for 10 years | 46.90 | 195.63 | 24% |
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