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LDLRX vs VFSIX
LDLRX vs VFSIX Comparison
Open Charts LDLRX vs VFSIX
LDLRX vs VFSIX Comparison Chart in %
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LDLRX vs. VFSIX commentary
Jun 27, 2026
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 LDLRX is a Hold and VFSIX is a Hold.
FUNDAMENTALS
Fundamentals
VFSIX has more cash in the bank: 55.2B vs. LDLRX (43.5B). VFSIX (4.73) and LDLRX (4.64) have matching dividends . LDLRX was incepted earlier than VFSIX: LDLRX (17 years) vs VFSIX (29 years). LDLRX (0.89) is less costly to investors than VFSIX (0.07). LDLRX is a more actively managed with annual turnover of: 161.00 vs. VFSIX (73.00). LDLRX has a lower initial minimum investment than VFSIX: LDLRX (0) vs VFSIX (5000000). LDLRX annual gain was more profitable for investors over the last year : 3.38 vs. VFSIX (-0.67). LDLRX return over 5 years is better than : 10.83 vs. VFSIX (-4.92).
| LDLRX | VFSIX | LDLRX / VFSIX | |
| Total Expense Ratio | 0.89 | 0.07 | 1,271% |
| Annual Report Gross Expense Ratio | 0.89 | 0.07 | 1,271% |
| Fund Existence | 17 years | 29 years | - |
| Gain YTD | 0.314 | -1.236 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 55.2B | 79% |
| Annual Yield % from dividends | 4.64 | 4.73 | 98% |
| Returns for 1 year | 3.38 | -0.67 | -505% |
| Returns for 3 years | 15.44 | 4.00 | 386% |
| Returns for 5 years | 10.83 | -4.92 | -220% |
| Returns for 10 years | 25.74 | 2.71 | 949% |
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