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IFPUX vs VTSAX
IFPUX vs VTSAX Comparison
Open Charts IFPUX vs VTSAX
Independent Franchise Partners US Equity
Price$19.19
Change+$0.06 (+0.31%)
VolumeN/A
Net Assets1.36B
Vanguard Total Stock Mkt Idx Adm
Price$128.27
Change+$2.13 (+1.69%)
VolumeN/A
Net Assets1.7T
IFPUX vs VTSAX Comparison Chart
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IFPUX vs. VTSAX commentary
Apr 24, 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: 1.7T vs. IFPUX (1.36B). IFPUX pays higher dividends than VTSAX: IFPUX (1.83) vs VTSAX (1.35). IFPUX was incepted earlier than VTSAX: IFPUX (13 years) vs VTSAX (24 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). IFPUX annual gain was more profitable for investors over the last year : 4.64 vs. VTSAX (3.52). VTSAX return over 5 years is better than : 83.70 vs. IFPUX (21.07).
| 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 | 24 years | - |
| Gain YTD | 2.409 | -10.530 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.36B | 1.7T | 0% |
| Annual Yield % from dividends | 1.83 | 1.35 | 135% |
| Returns for 1 year | 4.64 | 3.52 | 132% |
| Returns for 3 years | -4.09 | 21.34 | -19% |
| Returns for 5 years | 21.07 | 83.70 | 25% |
| Returns for 10 years | 40.93 | 145.25 | 28% |
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