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IPFPX vs VMVAX
IPFPX vs VMVAX Comparison
Open Charts IPFPX vs VMVAX
Poplar Forest Partners Institutional
Price$49.27
Change+$0.17 (+0.35%)
VolumeN/A
Net Assets281.41M
Vanguard Mid-Cap Value Index Admiral
Price$82.33
Change+$0.60 (+0.73%)
VolumeN/A
Net Assets29.07B
IPFPX vs VMVAX Comparison Chart
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IPFPX vs. VMVAX commentary
May 09, 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 IPFPX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. IPFPX (281M). IPFPX (2.45) and VMVAX (2.40) have matching dividends . IPFPX was incepted earlier than VMVAX: IPFPX (15 years) vs VMVAX (14 years). IPFPX (1.07) is less costly to investors than VMVAX (0.07). IPFPX is a more actively managed with annual turnover of: 27.75 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than IPFPX: VMVAX (3000) vs IPFPX (100000). VMVAX annual gain was more profitable for investors over the last year : 3.70 vs. IPFPX (-4.97). VMVAX return over 5 years is better than : 75.12 vs. IPFPX (61.88).
| IPFPX | VMVAX | IPFPX / VMVAX | |
| Total Expense Ratio | 0.96 | 0.07 | 1,371% |
| Annual Report Gross Expense Ratio | 1.07 | 0.07 | 1,529% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 2.058 | -2.399 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 281M | 29.1B | 1% |
| Annual Yield % from dividends | 2.45 | 2.40 | 102% |
| Returns for 1 year | -4.97 | 3.70 | -134% |
| Returns for 3 years | -0.67 | 14.12 | -5% |
| Returns for 5 years | 61.88 | 75.12 | 82% |
| Returns for 10 years | 21.78 | 73.65 | 30% |
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