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VADAX vs VFIAX
VADAX vs VFIAX Comparison
Open Charts VADAX vs VFIAX
Invesco Equally-Wtd S&P 500 A
Price$71.19
Change-$2.18 (-2.97%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
VADAX vs VFIAX Comparison Chart
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VADAX vs. VFIAX commentary
Dec 19, 2024
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 VADAX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. VADAX (7.08B). VADAX (1.34) and VFIAX (1.32) have matching dividends . VADAX was incepted earlier than VFIAX: VADAX (27 years) vs VFIAX (24 years). VADAX is a more actively managed with annual turnover of: 20.00 vs. VFIAX (2.00). VADAX has a lower initial minimum investment than VFIAX: VADAX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 27.64 vs. VADAX (8.89). VFIAX return over 5 years is better than : 88.64 vs. VADAX (22.55).
| VADAX | VFIAX | VADAX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 7.596 | 27.303 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.08B | 1.37T | 1% |
| Annual Yield % from dividends | 1.34 | 1.32 | 101% |
| Returns for 1 year | 8.89 | 27.64 | 32% |
| Returns for 3 years | 0.50 | 30.99 | 2% |
| Returns for 5 years | 22.55 | 88.64 | 25% |
| Returns for 10 years | 64.75 | 193.66 | 33% |
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