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LIFIX vs VTAPX
LIFIX vs VTAPX Comparison Chart
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LIFIX vs. VTAPX commentary
May 25, 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 LIFIX is a Hold and VTAPX is a Hold.
FUNDAMENTALS
Fundamentals
VTAPX has more cash in the bank: 58.5B vs. LIFIX (758M). LIFIX pays higher dividends than VTAPX: LIFIX (4.69) vs VTAPX (2.73). LIFIX was incepted earlier than VTAPX: LIFIX (14 years) vs VTAPX (13 years). LIFIX (0.59) is less costly to investors than VTAPX (0.06). LIFIX is a more actively managed with annual turnover of: 78.00 vs. VTAPX (26.00). VTAPX has a lower initial minimum investment than LIFIX: VTAPX (3000) vs LIFIX (1000000). LIFIX (6.88) and VTAPX (6.73) have marching annual gain over last year. LIFIX return over 5 years is better than : 40.08 vs. VTAPX (20.39).
| LIFIX | VTAPX | LIFIX / VTAPX | |
| Total Expense Ratio | 0.59 | 0.06 | 983% |
| Annual Report Gross Expense Ratio | 0.59 | 0.06 | 983% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 3.141 | 3.285 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 758M | 58.5B | 1% |
| Annual Yield % from dividends | 4.69 | 2.73 | 172% |
| Returns for 1 year | 6.88 | 6.73 | 102% |
| Returns for 3 years | 10.11 | 10.17 | 99% |
| Returns for 5 years | 40.08 | 20.39 | 197% |
| Returns for 10 years | 36.98 | 31.33 | 118% |
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