Ad is loading...
TADFX vs VVIAX
TADFX vs VVIAX Comparison
Open Charts TADFX vs VVIAX
Transamerica Sustainable Equity Inc R6
Price$8.19
Change+$0.04 (+0.49%)
VolumeN/A
Net Assets197.15M
Vanguard Value Index Adm
Price$68.15
Change+$0.43 (+0.63%)
VolumeN/A
Net Assets183.52B
TADFX vs VVIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
TADFX vs. VVIAX commentary
Jan 19, 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 TADFX is a Hold and VVIAX is a Hold.
FUNDAMENTALS
Fundamentals
VVIAX has more cash in the bank: 184B vs. TADFX (197M). VVIAX pays higher dividends than TADFX: VVIAX (2.36) vs TADFX (1.88). TADFX was incepted earlier than VVIAX: TADFX (10 years) vs VVIAX (24 years). TADFX is a more actively managed with annual turnover of: 11.00 vs. VVIAX (10.00). TADFX has a lower initial minimum investment than VVIAX: TADFX (0) vs VVIAX (3000). VVIAX annual gain was more profitable for investors over the last year : 18.18 vs. TADFX (11.97). VVIAX return over 5 years is better than : 44.18 vs. TADFX (-2.89).
| TADFX | VVIAX | TADFX / VVIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | 3.409 | 3.195 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 197M | 184B | 0% |
| Annual Yield % from dividends | 1.88 | 2.36 | 80% |
| Returns for 1 year | 11.97 | 18.18 | 66% |
| Returns for 3 years | 5.18 | 18.46 | 28% |
| Returns for 5 years | -2.89 | 44.18 | -7% |
| Returns for 10 years | N/A | 111.13 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...