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IFPUX vs VTSAX
IFPUX vs VTSAX Comparison
Open Charts IFPUX vs VTSAX
Independent Franchise Partners US Equity
Price$20.53
Change-$0.11 (-0.53%)
VolumeN/A
Net Assets1.42B
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
IFPUX vs VTSAX Comparison Chart
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IFPUX vs. VTSAX commentary
Feb 23, 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 StrongBuy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. IFPUX (1.42B). 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 : 17.60 vs. IFPUX (9.76). VTSAX return over 5 years is better than : 74.84 vs. IFPUX (16.14).
| 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 | 9.904 | 2.127 | 466% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.42B | 1.84T | 0% |
| Annual Yield % from dividends | 1.32 | 1.35 | 98% |
| Returns for 1 year | 9.76 | 17.60 | 55% |
| Returns for 3 years | 2.10 | 36.79 | 6% |
| Returns for 5 years | 16.14 | 74.84 | 22% |
| Returns for 10 years | 54.08 | 180.79 | 30% |