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IFPUX vs VTSAX
IFPUX vs VTSAX Comparison
Open Charts IFPUX vs VTSAX
Independent Franchise Partners US Equity
Price$19.69
Change-$0.61 (-3.00%)
VolumeN/A
Net Assets1.43B
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
IFPUX vs VTSAX Comparison Chart
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IFPUX vs. VTSAX commentary
Apr 04, 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: 1.81T vs. IFPUX (1.43B). 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). VTSAX (8.05) and IFPUX (7.91) have marching annual gain over last year. VTSAX return over 5 years is better than : 126.25 vs. IFPUX (44.62).
| 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 | 8.672 | -3.990 | -217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.43B | 1.81T | 0% |
| Annual Yield % from dividends | 1.83 | 1.35 | 135% |
| Returns for 1 year | 7.91 | 8.05 | 98% |
| Returns for 3 years | -3.11 | 21.03 | -15% |
| Returns for 5 years | 44.62 | 126.25 | 35% |
| Returns for 10 years | 54.15 | 167.38 | 32% |